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Capital 5 Family Wealth Employee Directory

Financial ServicesTexas, United States2-10 Employees

Capital 5 Family Wealth is a financial services firm based in Tyler, Texas, offering advisory and related securities services to individual clients. The firm emphasizes conversations that help clients articulate their life purpose and how it should influence long-term financial decisions.

The advisory services are provided by Rodger Johnson and Tiffany Kirgan as Investment Adviser Representatives under Eagle Strategies LLC, with regulatory coverage across TX, AR, CA, CO, FL, NJ, NM, NY, OK, and PA. They also act as Registered Representatives for NYLIFE Securities LLC, offering securities products and services in the same states, and Capital 5 Family Wealth is not owned or operated by NYLIFE Securities LLC. The relationships link the firm to New York Life affiliates through these registrations, while the client-facing operation remains independent.

Find Capital 5 Family Wealth employees' phone numbers or email addresses

Capital 5 Family Wealth Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

Capital 5 Family Wealth's Leadership

  • Stylized image of a person
    R. M.
    Partner, Director Of Client Relations
    Mobile Phone

Capital 5 Family Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Other

Contact profiles from Capital 5 Family Wealth

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    R. M.
    Partner, Director Of Client Relations
    Mobile Phone
    May 28, 2024

Frequently Asked Questions

What is Capital 5 Family Wealth known for?

Minus sign iconPlus sign iconCapital 5 Family Wealth was founded in 1980 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-903-581-****
. Explore Capital 5 Family Wealth's company overview page for more information.

What is Capital 5 Family Wealth's most common email format?

Minus sign iconPlus sign iconCapital 5 Family Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Capital 5 Family Wealth email formats with LeadIQ.

How many employees does Capital 5 Family Wealth have currently?

Minus sign iconPlus sign iconCapital 5 Family Wealth has approximately 4 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Capital 5 Family Wealth's key employees and leadership?

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As of August 2026, Capital 5 Family Wealth's key employees include:

  • Partner, Director Of Client Relations: R. M.

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