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
Other Financial Services
Consulting Services (B2B)
Primary Office
  • 7100 Forest Avenue
  • Suite 301
  • Richmond, VA 23226
  • United States

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CapGroup Advisors Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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CapGroup Advisors Executive Team (1)

Name Title Board Seat Contact Info
Richard Smith Founder & Chairman
To view CapGroup Advisors’s complete executive team members history, request access »

CapGroup Advisors Board Members (1)

Name Representing Role Since
0000000 00000 CapGroup Advisors Founder & Chairman 000 0000
To view CapGroup Advisors’s complete board members history, request access »

CapGroup Advisors Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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