CAP STRAT (Now part of SageView Advisory Group) Employee Directory
Financial ServicesIllinois, United States2-10 Employees
CAP STRAT is now part of SageView Advisory Group, an independent SEC-registered investment advisory firm operating in the financial services industry. The organization oversees more than $235 billion in assets on behalf of a broad client base that includes over 1,900 institutions and more than 5,000 households. Its services include investment oversight, retirement plan sponsor support, compliance consulting, and financial wellness solutions. Headquartered in Oakbrook Terrace, Illinois, the firm traces its history to 1989 and operates with a small team of wealth management professionals. Its client base comprises individual investors, executives and professionals, business owners, and multi-generational families, with a focus on wealth management and retirement planning services.