Capital Associates LLC logo

Capital Associates LLC Employee Directory

Financial ServicesMaryland, United States2-10 Employees

Capital Associates LLC operates in the financial services sector under the CA Wealth Management brand, offering wealth management services that blend independent advisory expertise with a proprietary platform linked to a larger firm. The model emphasizes personalized, one-on-one guidance alongside straightforward online tools designed to help clients manage their entire financial life in a single, secure place. This structure combines independent guidance with the backing of a larger partner.

The firm is based in Bethesda, Maryland, and consists of a small professional team. As part of the New York Life family, it provides access to a broad set of resources and the stability associated with New York Life's 170-year history and recognized financial strength.

Find Capital Associates LLC employees' phone numbers or email addresses

Capital Associates LLC Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Europe
1

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  • Cyprus
    1

Capital Associates LLC's Leadership

  • President at Capital Associates LLC
    K. Y.
    President
  • Partner & Co-Founder at Capital Associates LLC
    M. K.
    Partner & Co-Founder
  • Partner & Co-Founder at Capital Associates LLC
    R. U.
    Partner & Co-Founder
  • Project Manager at Capital Associates LLC
    M. B.
    Project Manager
  • Employee at Capital Associates LLC
    C. S.
  • Employee at Capital Associates LLC
    M. T.

Capital Associates LLC Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Finance
  • Other

Contact profiles from Capital Associates LLC

Name
Title
Contact
Location
Last Update
  • Partner & Co-Founder at Capital Associates LLC
    M. K.
    Partner & Co-Founder
    United States, Maryland
    Apr 15, 2026
  • Partner & Co-Founder at Capital Associates LLC
    R. U.
    Partner & Co-Founder
    United States, Maryland
    May 29, 2026
  • President at Capital Associates LLC
    K. Y.
    President
    UNITED STATES
    Feb 29, 2024
  • Project Manager at Capital Associates LLC
    M. B.
    Project Manager
    United States, Florida
    Mar 25, 2026
  • Employee at Capital Associates LLC
    C. S.
    UNITED STATES
    Mar 07, 2023
  • Employee at Capital Associates LLC
    M. T.
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is Capital Associates LLC known for?

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Capital Associates LLC operates in the Financial Services industry. You can contact Capital Associates LLC's main corporate office by phone at . Explore Capital Associates LLC's company overview page for more information.

What is Capital Associates LLC's most common email format?

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Capital Associates LLC employees' email format typically follows the pattern of F.Last@capitalassoc.net. Trying to find reliable and up-to-date employee contact data? Find more Capital Associates LLC email formats with LeadIQ.

How many employees does Capital Associates LLC have currently?

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Capital Associates LLC has approximately 5 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

Who are Capital Associates LLC's key employees and leadership?

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As of August 2026, Capital Associates LLC's key employees include:

  • President: K. Y.
  • Partner & Co-Founder: M. K.
  • Partner & Co-Founder: R. U.
  • Project Manager: M. B.
  • : C. S.

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