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Capital Financial Advisory Group Employee Directory

Financial ServicesNorth Carolina, United States11-50 Employees

Capital Financial Advisory Group operates in the financial services sector, offering a structured approach to wealth management that integrates investment management with retirement, estate, and tax planning tailored to each client's needs. The firm focuses on pre-retirees and retirees from their 50s to early 80s, aiming to help them stay financially secure across varying economic conditions. Headquartered in Apex, North Carolina, with satellite offices in Greenville and Raleigh, the company emphasizes a privately owned, independently operated model.

It emphasizes educating clients to navigate the complexities of today's financial environment, drawing on a management team with decades of experience in helping clients preserve and grow wealth. In October 2023, the company announced the launch of a Retirement Planning Service, extending its offerings to Wilmington, North Carolina.

Find Capital Financial Advisory Group employees' phone numbers or email addresses

Capital Financial Advisory Group Global Highlights

Location
Employees

North America
18

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  • United States Of America
    18

Asia
1

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  • India
    1

Capital Financial Advisory Group's Leadership

  • Stylized image of a person
    K. B.
    Director Of Client Relations
    Mobile Phone
  • Stylized image of a person
    M. S.
    Investment Advisor Representative
    Mobile Phone
  • Stylized image of a person
    M. H.
    Strategist
    Mobile Phone

Capital Financial Advisory Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other
  • Community & Social Services

Contact profiles from Capital Financial Advisory Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    K. B.
    Director Of Client Relations
    Mobile Phone
    Jun 06, 2025
  • Stylized image of a person
    M. S.
    Investment Advisor Representative
    Mobile Phone
    Apr 15, 2026
  • Stylized image of a person
    M. H.
    Strategist
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is Capital Financial Advisory Group known for?

Minus sign iconPlus sign iconCapital Financial Advisory Group was founded in 1992 operates in the Financial Services industry. Explore Capital Financial Advisory Group's company overview page for more information.

What is Capital Financial Advisory Group's most common email format?

Minus sign iconPlus sign iconCapital Financial Advisory Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Capital Financial Advisory Group email formats with LeadIQ.

How many employees does Capital Financial Advisory Group have currently?

Minus sign iconPlus sign iconCapital Financial Advisory Group has approximately 13 employees as of August 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Capital Financial Advisory Group's key employees and leadership?

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As of August 2026, Capital Financial Advisory Group's key employees include:

  • Director Of Client Relations: K. B.
  • Investment Advisor Representative: M. S.
  • Strategist: M. H.

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