Insights

Niche Client Focus Capital 5 Family Wealth targets high-net-worth individuals who value meaningful, purpose-driven financial planning, presenting opportunities to offer tailored wealth management and advanced estate planning services.

Technology Utilization Utilizing a modern tech stack including Amazon S3, Google Tag Manager, and modern web development tools indicates a focus on digital engagement, which can be leveraged to propose innovative digital advisory solutions and marketing strategies.

Growth Potential With revenue estimates between 1 million and 10 million and a small team, there is substantial room for scaling personalized advisory services and expanding into broader high-net-worth segments via targeted outreach.

Compliance & Licensing The company's adherence to state-specific licensing and registration requirements signals opportunities to offer compliance and regulatory support solutions for wealth management firms expanding into new states.

Competitive Differentiation Positioned within a competitive landscape dominated by large firms like Charles Schwab and Fidelity, Capital 5 Family Wealth can capitalize on its personalized, conversation-driven approach to differentiate itself and attract clients seeking tailored advisory experiences.

Capital 5 Family Wealth Tech Stack

Capital 5 Family Wealth uses 8 technology products and services including LinkedIn Ads, Amazon S3, Modernizr, and more. Explore Capital 5 Family Wealth's tech stack below.

  • LinkedIn Ads
    Advertising
  • Amazon S3
    Content Delivery Network
  • Modernizr
    Javascript Libraries
  • Slick
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Node.js
    Programming Languages
  • X-XSS-Protection
    Security
  • Google Tag Manager
    Tag Management

Media & News

Capital 5 Family Wealth's Email Address Formats

Capital 5 Family Wealth uses at least 2 format(s):
Capital 5 Family Wealth Email FormatsExamplePercentage
First@jfg.ccJohn@jfg.cc
88%
First.Last@jfg.ccJohn.Doe@jfg.cc
11%
FLast@jfg.ccJDoe@jfg.cc
1%

Frequently Asked Questions

Where is Capital 5 Family Wealth's headquarters located?

Minus sign iconPlus sign icon
Capital 5 Family Wealth's main headquarters is located at 5041 Kinsey Drive Tyler, Texas 75703 United States. The company has employees across 1 continents, including North America.

What is Capital 5 Family Wealth's phone number?

Minus sign iconPlus sign icon
You can contact Capital 5 Family Wealth's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Capital 5 Family Wealth's official website and social media links?

Minus sign iconPlus sign icon
Capital 5 Family Wealth's official website is cap5fw.com and has social profiles on LinkedIn.

What is Capital 5 Family Wealth's NAICS code?

Minus sign iconPlus sign icon
Capital 5 Family Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does Capital 5 Family Wealth have currently?

Minus sign iconPlus sign icon
As of April 2026, Capital 5 Family Wealth has approximately 4 employees across 1 continents, including North America. Key team members include Vice President Enterprise Risk Management: E. B.Partner: R. J.Partner: T. K.. Explore Capital 5 Family Wealth's employee directory with LeadIQ.

What industry does Capital 5 Family Wealth belong to?

Minus sign iconPlus sign icon
Capital 5 Family Wealth operates in the Financial Services industry.

What technology does Capital 5 Family Wealth use?

Minus sign iconPlus sign icon
Capital 5 Family Wealth's tech stack includes LinkedIn AdsAmazon S3ModernizrSlickjQueryNode.jsX-XSS-ProtectionGoogle Tag Manager.

What is Capital 5 Family Wealth's email format?

Minus sign iconPlus sign icon
Capital 5 Family Wealth's email format typically follows the pattern of First@jfg.cc. Find more Capital 5 Family Wealth email formats with LeadIQ.

When was Capital 5 Family Wealth founded?

Minus sign iconPlus sign icon
Capital 5 Family Wealth was founded in 1980.

Capital 5 Family Wealth

Financial ServicesTexas, United States2-10 Employees

At Capital 5 Family Wealth, we believe The Bigger Conversations™ are essential. As a client, you will learn to unearth the purpose behind your life’s work so you can make meaningful decisions about your financial future. 

It is rewarding to work with clients who are intelligent, successful people with the power to make a difference, and who desire to genuinely understand their Why before navigating their How. 

Rodger Johnson and Tiffany Kirgan are also separately registered as Investment Adviser Representatives ("IARs"), under Eagle Strategies LLC, a Registered Investment Adviser, collectively offering advisory services in the states of TX, AR, CA, CO, FL, NJ, NM, NY, OK, and PA. As such, these services are strictly intended for individuals residing in these states.
Capital 5 Family Wealth is not owned or operated by NYLIFE Securities LLC or Its affiliates. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life companies. 122201 Merit Dr. #1000, Dallas, TX 75251. 214-334-1638.
Rodger Johnson and Tiffany Kirgan are Registered Representatives of and collectively offer securities products & services through NYLIFE Securities LLC., Member FINRA/SIPC, a Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of TX, AR, CA, CO, FL, NJ, NM, NY, OK, and PA. No offers may be made or accepted from any resident outside the specific states referenced.
Rodger Johnson and Tiffany Kirgan are agents licensed to sell insurance through New York Life Insurance Company and may be licensed collectively with various other Independent unaffiliated Insurance companies in the states of TX, AL, AR (Rodger Johnson AR Insurance license #737579), CO, FL, LA, NJ, NM, NY, OK, PA, VA and WA. No Insurance business may be conducted outside these states referenced.

Section iconCompany Overview

Headquarters
5041 Kinsey Drive Tyler, Texas 75703 United States
Phone number
Website
cap5fw.com
NAICS Code
52 - Finance and Insurance
Founded
1980
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Capital 5 Family Wealth's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Capital 5 Family Wealth's revenue is estimated to be in the range of $1M$10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.