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

Financial ServicesIllinois, United States11-50 Employees

SageView Advisory Group is an independent SEC Registered Investment Advisor (RIA) that advises its clients on over $235 billion in assets, representing more than 1,900 institutions and over 5,000 households.

Organizations and retirement plan sponsors across the country trust us to provide investment oversight, comprehensive plan sponsor support, compliance consulting, and financial wellness solutions that drive change.

Since 1989, our experienced team of wealth management specialists has navigated diverse economic and market conditions, providing expertise, guidance and support to a wide range of clients, including individual investors, executives, professionals, business owners, and multi-generational families.

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
17

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  • United States Of America
    17

Africa
2

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  • Uganda
    2

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
    A. A.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    S. K.
    Senior Managing Partner
    Phone icon
  • Stylized image of a person
    E. N.
    Product Manager
    Phone icon
  • Stylized image of a person
    R. S.
    Retirement Plan Consultant
    Phone icon
  • Stylized image of a person
    '. P.
    Financial Advisor
    Phone icon

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

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. A.
    Chief Executive Officer
    Phone icon
    United StatesNew York
    Oct 22, 2024
  • Stylized image of a person
    S. K.
    Senior Managing Partner
    Phone icon
    United StatesTexas
    Oct 22, 2024
  • Stylized image of a person
    E. N.
    Product Manager
    Phone icon
    Uganda
    Oct 24, 2025
  • Stylized image of a person
    R. S.
    Retirement Plan Consultant
    Phone icon
    United States
    Aug 10, 2025
  • Stylized image of a person
    '. P.
    Financial Advisor
    Phone icon
    United StatesNorth Carolina
    Jul 25, 2024

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 11 employees as of December 2025. 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 December 2025, CAP STRAT (Now part of SageView Advisory Group)'s key employees include:

  • Chief Executive Officer: A. A.
  • Senior Managing Partner: S. K.
  • Product Manager: E. N.
  • Retirement Plan Consultant: R. S.
  • Financial Advisor: '. P.

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