Lido Advisors, a leading national wealth advisory firm with more than $42 billion in regulatory assets under management, has announced a partnership with Jackson Hole Capital Partners, an independent wealth management firm based in Tulsa, Oklahoma. JHCP oversees more than $1 billion in regulatory assets under management and brings deep roots in the Tulsa and Oklahoma City communities, along with specialized expertise in alternative investments.
Led by Channing Smith and John Hastings, who previously built careers at leading institutional asset management firms, the full JHCP team of six will join Lido as partners. The addition brings particular expertise in customized traditional and alternative investment strategies, complementing Lido’s existing capabilities across tax planning, estate planning, and its broader family office approach. JHCP has built its practice around treating clients as partners with defined objectives and clear paths for growth, a philosophy Lido said aligns closely with its own disciplined and personalized approach to wealth stewardship.
Los Angeles-headquartered Lido Advisors operates more than 40 offices nationwide and manages assets on behalf of entrepreneurs, executives, and multigenerational families through its integrated platform, Lido One, which brings together specialists across investing, tax planning, and trust and estate planning. The JHCP partnership continues Lido’s expansion of its national footprint with complementary regional firms. McAfee & Taft served as legal advisor to JHCP, with Sidley Austin serving as legal advisor to Lido.
KEY QUOTES:
“Referring to and treating clients as ‘partners’ with clear objectives and defined paths for growth, Jackson Hole shares our commitment to disciplined and personalized stewardship. They bring a wealth of experience with an entrepreneurial spirit. We are proud to welcome them and look forward to what we can build together.”
— Ken Stern, Founding Partner and Co-Chief Executive Officer, Lido Advisors
“Everything we have built at JHCP has been rooted in a clear sense of purpose and a strong dedication to the clients we serve. Joining Lido is a natural next step — one allowing us to continue providing the highly customized solutions our clients count on, while expanding our ability to comprehensively meet their most important life goals. Lido’s capabilities in tax and estate planning, combined with its overall family office approach, will resonate with our clients now and as we continue to grow our impact.”
— John Hastings, Managing Partner, Jackson Hole Capital Partners
