LeadIQ logo
Learn more at LeadIQ.com
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
29

Minus sign iconPlus sign icon
  • United States Of America
    29

Capital Directions, LLC's Leadership

  • Chief Operating Officer at Capital Directions, LLC
    M. O.
    Chief Operating Officer
    Mobile Phone
  • Chief Finance Officer at Capital Directions, LLC
    R. S.
    Chief Finance Officer
    Mobile Phone
  • Vice President Of Product at Capital Directions, LLC
    M. R.
    Vice President Of Product
    Mobile Phone
  • President at Capital Directions, LLC
    G. M.
    President
    Mobile Phone
  • Managing Director at Capital Directions, LLC
    K. P.
    Managing Director
    Mobile Phone
  • Auditing Manager at Capital Directions, LLC
    V. T.
    Auditing Manager
    Mobile Phone
  • Retirement Plan Specialist at Capital Directions, LLC
    P. C.
    Retirement Plan Specialist
    Mobile Phone
  • Executive Officer at Capital Directions, LLC
    T. H.
    Executive Officer
    Mobile Phone

Capital Directions, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Capital Directions, LLC

Name
Title
Contact
Location
Last Update
  • President at Capital Directions, LLC
    G. M.
    President
    Mobile Phone
    Oct 17, 2024
  • Managing Director at Capital Directions, LLC
    K. P.
    Managing Director
    Mobile Phone
    May 28, 2023
  • Chief Operating Officer at Capital Directions, LLC
    M. O.
    Chief Operating Officer
    Mobile Phone
    Oct 18, 2024
  • Chief Finance Officer at Capital Directions, LLC
    R. S.
    Chief Finance Officer
    Mobile Phone
    Oct 23, 2024
  • Vice President Of Product at Capital Directions, LLC
    M. R.
    Vice President Of Product
    Mobile Phone
    Oct 23, 2024
  • Auditing Manager at Capital Directions, LLC
    V. T.
    Auditing Manager
    Mobile Phone
    Oct 21, 2024
  • Retirement Plan Specialist at Capital Directions, LLC
    P. C.
    Retirement Plan Specialist
    Mobile Phone
    Jul 30, 2024
  • Executive Officer at Capital Directions, LLC
    T. H.
    Executive Officer
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Capital Directions, LLC known for?

Minus sign iconPlus sign iconCapital Directions, LLC was founded in 1985 and operates in the Financial Services industry. You can contact Capital Directions, LLC's main corporate office by phone at
+1-404-237-****
. Explore Capital Directions, LLC's company overview page for more information.

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

Minus sign iconPlus sign iconCapital Directions, LLC employees' email format typically follows the pattern of FLast@capdir.com. 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?

Minus sign iconPlus sign iconCapital 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?

Minus sign iconPlus sign icon

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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.