CapGroup Advisors

CapGroup Advisors Overview

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

CapGroup Advisors General Information

Description

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

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Consulting Services (B2B)
Other Financial Services
Acquirer
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/
EBITDA
Post-Val Status Debt

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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