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Prime Capital Financial

Overland Park, Kansas

Website:

https://primefinancial.com/

288712

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Overland Park, Kansas

Website:

https://primefinancial.com/

Leadership Interview

Company Details

Approximate AUM

$24,362,866,552

Fee model

Hybrid Legacy

Number of employees

440

Custodians

Pershing

Schwab

Goldman Sachs

LPL

Fidelity

Description

Prime Capital Financial ("Prime Capital, Prime") is a national wealth management firm that prides itself on providing maximum support to its advisor partners while permitting a high degree of operational flexibility at the same time. This allows advisors to continue telling the story they've built locally with their team and clients, while leveraging the resources of their national partner to reduce/alleviate the operational functions of the practice. Prime is a "client-first" firm that wants to partner with entrepreneurial-minded wealth management firms who see Prime Capital's resources and capabilities as a leverage point for the local office. Prime's core business focuses in two major areas: 1) individual wealth management and 2) retirement plan clients.

Locations

9628 Prototype Ct Reno NV 89521 775-853-9033

940 S Coast Dr Ste 110 Costa Mesa CA 92626 714-433-1299

9449 Poplar Ave Germantown TN 38138 901-857-0441

9 N West Ave Fayetteville AR 72701

7800 E Union Ave Ste 940 Denver CO 80237 303-771-2700

777 International Pkwy Ste 180 Flower Mound TX 75022 214-765-5092

850 Morrison Dr Ste 450 Charleston SC 29403 843-625-3557

801 E Douglas Ave Ste 100 Wichita KS 67202

850 Morrison Dr Charleston SC 29403

707 Summer St Fl 4 Stamford CT 6901 800-448-3550

6325 Ranch Dr Little Rock AR 72223 501-823-4637

6701 Democracy Blvd Ste 300 Bethesda MD 20817 240-377-3386

7676 Hillmont St Ste 240-14 Houston TX 77040 713-705-6523

7373 Broadway St Ste 107 San Antonio TX 78209

6201 College Blvd Ste 150 Leawood KS 66211

6201 College Blvd Fl 7 Leawood KS 66211

616 E Blanco Rd Ste 201-A Boerne TX 78006 830-816-5131

2745 Coneflower Ct Lawrence KS 66047

601 Rte 73 N Ste 102 Marlton NJ 8053 856-988-5518

6000 Poplar Ave Ste 250 Memphis TN 38119

600 S Lake Ave Ste 502 Pasadena CA 91106 626-469-8166

5024 S Bur Oak Pl Ste 100 Sioux Falls SD 57108 605-338-9191

4300 W Cypress St Ste 980 Tampa FL 33607 813-328-8278

4A E Boehringer St Batesville IN 47006

418 N Main St Ste 220 Royal Oak MI 48067 800-448-3550

444 W New England Ave Ste 202 Winter Park FL 32789 321-710-2336

410 E Main St Clayton NC 27520 919-349-9568

3900 Westerre Pkwy Ste 300 Henrico VA 23233 804-852-8288

4 E Boehringer St Batesville IN 47006 812-933-1791

40 N Merrimon Ave Ste 301 Asheville NC 28804 828-276-1600

1905 Wayzata Blvd Ste 230 Wayzata MN 55391 952-767-3021

3790 N Bellafont Blvd Ste 2 Fayetteville AR 72703 913-669-7869

3271 E Battlefield St Ste 200 Springfield MO 65804

2870 S Ingram Mill Rd Ste B Springfield MO 65804 417-447-3500

3017 Douglas Blvd Ste 300 Roseville CA 95661 916-288-8969

2920 NE 22nd Ct Pompano Beach FL 33062 954-781-8549

2600 S Gessner Rd Ste 315 Houston TX 77063 832-924-2600

26 Cherry St Milford CT 6460 203-878-8194

220 W Garden St Ste 501 Pensacola FL 32502

2282 Killearn Center Blvd Ste D Tallahassee FL 32309 800-493-6226

2550 Meridian Blvd Ste 250 Franklin TN 37067 615-386-3332

2041 San Elijo Ave Cardiff by the Sea CA 92007 760-749-6162

200 Calusa Blvd Ste 100 Destin FL 32541

1837 Iron Point Rd Ste 100 Folsom CA 95630 916-284-5650

1815 Boyson Rd Hiawatha IA 52233 319-393-8432

1905 Wayzata Blvd Wayzata MN 55391

1835 E Republic Rd Ste 104 Springfield MO 65804 417-720-4255

1663 N Clyde Morris Blvd Ste 2 Daytona Beach FL 32117 386-671-0976

1607 SW Railroad Ave Hammond LA 70403 985-345-7125

1660 Hotel Cir N Ste 705 San Diego CA 92108 619-770-1933

16501 Ventura Blvd Ste 610 Encino CA 91436 818-995-7969

15660 Dallas Pkwy Ste 800 Dallas TX 75248

1555 Palm Beach Lakes Blvd Ste 840 West Palm Beach FL 33401 504-383-6338

1545 Hotel Cir S Ste 190 San Diego CA 92108 619-501-7501

1531 32nd Ave S Fargo ND 58103

1531 32nd Ave S Ste 102 Fargo ND 58103 701-248-7008

14301 Fnb Pkwy Ste 313 Omaha NE 68154 402-507-5085

1390 Willow Pass Rd Ste 800 Concord CA 94520 952-609-5326

134 Westwood Blvd Columbus IN 47201 812-933-1791

101 N Tryon St Ste 600 Charlotte NC 28246 704-828-0142

12 Wolf Creek Dr Ste 129 Belleville IL 62226 618-219-1960

11700 Katy Fwy Ste 630 Houston TX 77079 832-672-4731

1177 West Loop S Houston TX 77027 832-460-6929

13155 Noel Rd Ste 900 Dallas TX 75240 214-390-2037

115 W Century Rd Paramus NJ 7652 201-982-7740

Services Offered

Financial Planning

Portfolio Management

Estate Planning

Insurance

Qualified / Non Qualified Plans

Retirement / Income Planning

Family Office Services

Recent News

Prime Capital Investment Advisors Acquires Liberty Wealth Advisors

Prime Capital Investment Advisors (PCIA) is pleased to announce that it has acquired substantially all of the assets of Liberty Wealth Advisors, a $1.75 billion wealth planning and investment management firm with clients in more than 45 states*.

Abry Partners Takes Minority Stake in Prime Capital Investment Advisors

Executives say the funding will fuel the next stage of growth for PCIA, which has already expanded assets by some 700% since early 2018.

Prime Capital Investment Advisors Partners with Professional Financial Services

PCIA enters the Sioux Falls and South Dakota markets

Prime Capital Investment Advisors Forges Strategic Partnership with Abry Partners

Prime Capital Investment Advisors (PCIA) proudly announces a new strategic partnership with Abry Partners (Abry), an established private equity firm with a 30-year track record of success in fueling business growth. The partnership between PCIA and Abry represents a significant leap forward in the growth trajectory of the firm. Aligning with Abry will fuel further expansion for PCIA while preserving the steadfast dedication to clients and the exceptional service that has defined the organization.

Prime Capital Investment Advisors Buys Cornerstone Comprehensive Wealth Management

Prime Capital Investment Advisors announced the acquisition of Reno, Nev.-based RIA Cornerstone Comprehensive Wealth Management on Thursday. The deal adds $400 million in assets under management and establishes PCIA’s first office in Nevada.

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video Overview

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management

Organic Growth

Growth Channels

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AUM Growth

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Technology

Overview

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Client Experience

General Overview of Client Experience

Planning Philosophy and Implementation

Investment Management Philosophy

Investment Management Implementation

Investment Management Team

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Data Room

Investment Management

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Match confidence

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video Overview

Getting started

00:53

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Show your interest

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Qualified / Non Qualified Plans

Retirement / Income Planning

Family Office Services

Prime Capital Financial

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Prime Capital Financial's Ideal Partner

Company Videos

Ready to show your interest to the buyer?

Prime Capital Financial

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Prime Capital Financial's Ideal Partner

Company Videos

Ready to show your interest to the buyer?

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