Prime Capital Investment Advisors Overview
- Year Founded
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1985
- Status
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Private
- Employees
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221
- Latest Deal Type
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PE Growth
- Financing Rounds
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4
- Investments
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13
Prime Capital Investment Advisors General Information
Description
Provider of financial services intended for individuals, businesses and plan participants. The company offers full-service financial planning such as fee-based asset management and wealth management, retirement plan advisory and plan participant education services, thereby helping clients manage their finances and meet their needs efficiently.
Contact Information
Website
www.pciawealth.comCorporate Office
- 6201 College Boulevard
- Suite 150
- Overland Park, KS 66211
- United States
Corporate Office
- 6201 College Boulevard
- Suite 150
- Overland Park, KS 66211
- United States
Prime Capital Investment Advisors Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Prime Capital Investment Advisors Comparisons
Industry
Financing
Details
Prime Capital Investment Advisors Competitors (7)
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Creative Planning | Private Equity-Backed | Overland Park, KS | ||||
| Mercer Advisors | Private Equity-Backed | Denver, CO | ||||
| EP Wealth Advisors | Private Equity-Backed | Torrance, CA | ||||
| Farr, Miller & Washington | Private Equity-Backed | Washington, DC | ||||
| Equity Planning | Corporation | Bethesda, MD |
Prime Capital Investment Advisors Executive Team (17)
| Name | Title | Board Seat |
|---|---|---|
| Glenn Spencer | Co-Founder & Chief Executive Officer | |
| Tim Hakes | Co-Founder, President & Vice Chairman | |
| Brian Dillbeck | Chief Financial & Operations Officer | |
| Scott Duba | Chief Investment Officer & Managing Director, Wealth Management | |
| Jim Hirst | Managing Director |
Prime Capital Investment Advisors Board Members (2)
| Name | Representing | Role | Since |
|---|---|---|---|
| Prime Capital Investment Advisors | Co-Founder, Chairman & Managing Partner | ||
| Prime Capital Investment Advisors | Co-Founder, President & Vice Chairman |
Prime Capital Investment Advisors Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Prime Capital Investment Advisors Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Prime Capital Investment Advisors Investments & Acquisitions (13)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Cornerstone Comprehensive Wealth Management | 08-Mar-2023 | Other Financial Services | |||
| Earth Equity Advisors | 05-Jan-2023 | Asset Management | |||
| Stonnington Group | 03-Jan-2023 | Asset Management | |||
| Professional Financial Services | 12-Dec-2022 | Asset Management | |||
| Liberty Wealth Advisors | 09-Dec-2022 | Merger/Acquisition | Asset Management |
Prime Capital Investment Advisors Subsidiaries (9)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| Sphere Wealth Management | Asset Management | Fayetteville, AR | 2015 |
| Stonnington Group | Financing Advisory | Pasadena, CA | |
| Earth Equity Advisors | Impact Investing | Asheville, NC | |
| Cornerstone Comprehensive Wealth Management | Other Financial Services | Reno, NV | |
| 20/20 Financial Advisers | Asset Management | Costa Mesa, CA |
Prime Capital Investment Advisors FAQs
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When was Prime Capital Investment Advisors founded?
Prime Capital Investment Advisors was founded in 1985.
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Who is the founder of Prime Capital Investment Advisors?
Glenn Spencer, Tim Hakes, Joe Hildebrand, Joe Zdeb, and Scott Colangelo are the founders of Prime Capital Investment Advisors.
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Who is the CEO of Prime Capital Investment Advisors?
Glenn Spencer is the CEO of Prime Capital Investment Advisors.
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Where is Prime Capital Investment Advisors headquartered?
Prime Capital Investment Advisors is headquartered in Overland Park, KS.
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What is the size of Prime Capital Investment Advisors?
Prime Capital Investment Advisors has 221 total employees.
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What industry is Prime Capital Investment Advisors in?
Prime Capital Investment Advisors’s primary industry is Asset Management.
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Is Prime Capital Investment Advisors a private or public company?
Prime Capital Investment Advisors is a Private company.
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What is Prime Capital Investment Advisors’s current revenue?
The current revenue for Prime Capital Investment Advisors is .
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Who are Prime Capital Investment Advisors’s investors?
Abry Partners has invested in Prime Capital Investment Advisors.
-
Who are Prime Capital Investment Advisors’s competitors?
Creative Planning, Mercer Advisors, EP Wealth Advisors, Farr, Miller & Washington, and Equity Planning are some of the 7 competitors of Prime Capital Investment Advisors.
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