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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.

Find CAP STRAT (Now part of SageView Advisory Group) employees' phone numbers or email addresses

CAP STRAT (Now part of SageView Advisory Group) Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Africa
5

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  • Uganda
    5

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

CAP STRAT (Now part of SageView Advisory Group)'s Leadership

  • Stylized image of a person
    E. N.
    Product Manager

CAP STRAT (Now part of SageView Advisory Group) Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other
  • Consultant

Contact profiles from CAP STRAT (Now part of SageView Advisory Group)

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    E. N.
    Product Manager
    Uganda
    May 31, 2026

Frequently Asked Questions

What is CAP STRAT (Now part of SageView Advisory Group) known for?

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CAP STRAT (Now part of SageView Advisory Group) was founded in 2003 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore CAP STRAT (Now part of SageView Advisory Group)'s company overview page for more information.

What is CAP STRAT (Now part of SageView Advisory Group)'s most common email format?

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CAP STRAT (Now part of SageView Advisory Group) employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CAP STRAT (Now part of SageView Advisory Group) email formats with LeadIQ.

How many employees does CAP STRAT (Now part of SageView Advisory Group) have currently?

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CAP STRAT (Now part of SageView Advisory Group) has approximately 4 employees as of July 2026. These team members are located across 3 continents, including North AmericaAfricaEurope.

Who are CAP STRAT (Now part of SageView Advisory Group)'s key employees and leadership?

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As of July 2026, CAP STRAT (Now part of SageView Advisory Group)'s key employees include:

  • Product Manager: E. N.

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