Capital Directions, LLC logo

Capital Directions, LLC Employee Directory

Financial ServicesGeorgia, United States11-50 Employees

Capital Directions, LLC operates in financial services with a focus on wealth management for successful professionals and their families. The firm also provides coaching and third-party asset management services to about 20 CPA and RIA firms across the Southeast. Based in Atlanta, Georgia, it is regarded as one of the larger wealth management practices in the metro area.

With a client-first operating philosophy, the firm emphasizes prioritizing clients' interests and recognizing each team member's contribution while pursuing profitability. Schwab Institutional has recognized Capital Directions for growth and effective management over the past decade. In 2023 the firm was acquired by Savant Wealth Management.

Find Capital Directions, LLC employees' phone numbers or email addresses

Capital Directions, LLC Global Highlights

Location
Employees

North America
30

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  • United States Of America
    30

Capital Directions, LLC's Leadership

  • Stylized image of a person
    M. O.
    Chief Operating Officer
  • Stylized image of a person
    R. S.
    Chief Finance Officer
  • Stylized image of a person
    M. R.
    Vice President Of Product
  • Stylized image of a person
    G. M.
    President
  • Stylized image of a person
    K. P.
    Managing Director
  • Stylized image of a person
    K. K.
    Business Manager
  • Stylized image of a person
    V. T.
    Auditing Manager
  • Stylized image of a person
    P. C.
    Retirement Plan Specialist

Capital Directions, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Capital Directions, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    G. M.
    President
    Oct 17, 2024
  • Stylized image of a person
    M. O.
    Chief Operating Officer
    Oct 18, 2024
  • Stylized image of a person
    R. S.
    Chief Finance Officer
    Oct 23, 2024
  • Stylized image of a person
    M. R.
    Vice President Of Product
    Oct 23, 2024
  • Stylized image of a person
    K. P.
    Managing Director
    May 28, 2023
  • Stylized image of a person
    K. K.
    Business Manager
    Feb 28, 2023
  • Stylized image of a person
    V. T.
    Auditing Manager
    Oct 21, 2024
  • Stylized image of a person
    P. C.
    Retirement Plan Specialist
    Jul 30, 2024
  • Stylized image of a person
    T. H.
    Executive Officer
    Oct 22, 2024

Frequently Asked Questions

What is Capital Directions, LLC known for?

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Capital Directions, LLC was founded in 1985 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Capital Directions, LLC's company overview page for more information.

What is Capital Directions, LLC's most common email format?

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Capital Directions, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Capital Directions, LLC email formats with LeadIQ.

How many employees does Capital Directions, LLC have currently?

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Capital Directions, LLC has approximately 22 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Capital Directions, LLC's key employees and leadership?

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As of July 2026, Capital Directions, LLC's key employees include:

  • Chief Operating Officer: M. O.
  • Chief Finance Officer: R. S.
  • Vice President Of Product: M. R.
  • President: G. M.
  • Managing Director: K. P.

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