Capital Concepts, Inc. Employee Directory
Investment ManagementOhio, United States2-10 Employees
Capital Concepts, Inc. is a wealth management firm based in Harrison, Ohio, serving clients throughout Greater Cincinnati since 1984. The company provides a range of financial services—including financial planning, asset management, investments, life insurance, and tax accounting—designed to help individuals and small businesses organize and protect their financial assets across life stages. Its approach emphasizes personalized, person-to-person service delivered by a team of planners and advisors who aim to translate complex concepts into everyday language while focusing on plans that aim to grow, preserve, and transfer wealth efficiently under the law. All securities offered through LPL Financial, with the firm positioning itself within the investment management industry as a relationship-driven provider focused on practical guidance rather than formal Wall Street terminology.
1-888-653-2347 
support@leadiq.com 
