What departments does Capital Associates LLC have?

Capital Associates LLC has employees across 1 departments including Program & Project Management.

What is the largest department at Capital Associates LLC?

The largest department at Capital Associates LLC is Program & Project Management with 1 employees.

Where are Capital Associates LLC employees located globally?

Capital Associates LLC has employees across 2 continents and 2 countries including Cyprus, United States Of America.

How has Capital Associates LLC's team size changed over time?

Capital Associates LLC's team has remained stable from approximately 3 to 3 employees based on available data.

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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.

Capital Associates LLC Global Highlights

North America
8

United States Of America
8

Europe
1

Cyprus
1

Capital Associates LLC's Leadership

K. Y.
President
Mobile Phone
Email
M. K.
Partner & Co-Founder
Mobile Phone
Email
R. U.
Partner & Co-Founder
Mobile Phone
Email
M. B.
Project Manager
Mobile Phone
Email
C. S.
Mobile Phone
Email
M. T.
Mobile Phone
Email

Capital Associates LLC Employee Metrics

100%

50%

2026

2025

Business
Finance
Accounting
Administrative
Analytics
Other

Contact profiles from Capital Associates LLC

Name

Title

Contact

Location

Last Update

M. K.
Partner & Co-Founder
Mobile Phone
Email
United StatesMaryland
Apr 15, 2026
R. U.
Partner & Co-Founder
Mobile Phone
Email
United StatesMaryland
May 29, 2026
K. Y.
President
Mobile Phone
Email
UNITED STATES
Feb 29, 2024
M. B.
Project Manager
Mobile Phone
Email
United StatesFlorida
Mar 25, 2026
C. S.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
M. T.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is Capital Associates LLC known for?

Capital Associates LLC operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-301-581-****

. Explore Capital Associates LLC's company overview page for more information.

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

Capital Associates LLC employees' email format typically follows the pattern of . 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?

Capital Associates LLC has approximately 5 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

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

As of July 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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Capital Associates LLC Employee Directory

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