CapGroup Advisors

CapGroup Advisors Overview

Founded 1983
Status Acquired/​Merged
Employees 12
Latest Deal Type M&A
Financing Rounds 1

CapGroup Advisors General Information


Provider of wealth management advisory services. The company offers wealth management, investment management, financial planning and fiduciary consulting services.

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Consulting Services (B2B)
Other Financial Services
Primary Office
  • 7100 Forest Avenue
  • Suite 301
  • Richmond, VA 23226
  • United States
Want detailed data on 2M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

CapGroup Advisors Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

This information is available in the PitchBook Platform. To explore CapGroup Advisors‘s full profile, request access.

Request a free trial

CapGroup Advisors Executive Team (1)

Name Title Board Seat Contact Info
Richard Smith Founder & Chairman

CapGroup Advisors Board Members (1)

Name Representing Role Since
0000000 00000 CapGroup Advisors Founder & Chairman 000 0000