What departments does Capital Financial Advisory Group have?

Capital Financial Advisory Group has employees across 3 departments including Support, Finance, Business.

What is the largest department at Capital Financial Advisory Group?

The largest department at Capital Financial Advisory Group is Support with 1 employees.

Where are Capital Financial Advisory Group employees located globally?

Capital Financial Advisory Group has employees across 2 continents and 2 countries including India, United States Of America.

How has Capital Financial Advisory Group's team size changed over time?

Capital Financial Advisory Group's team has grown from approximately 12 to 13 employees based on available data.

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.

Capital Financial Advisory Group Global Highlights

North America
19

United States Of America
19

Asia
1

India
1

Capital Financial Advisory Group's Leadership

K. B.
Director Of Client Relations
Mobile Phone
Email
M. S.
Investment Advisor Representative
Mobile Phone
Email
M. H.
Strategist
Mobile Phone
Email

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

K. B.
Director Of Client Relations
Mobile Phone
Email
Jun 06, 2025
M. S.
Investment Advisor Representative
Mobile Phone
Email
Apr 15, 2026
M. H.
Strategist
Mobile Phone
Email
Oct 18, 2024

Frequently Asked Questions

What is Capital Financial Advisory Group known for?

Capital Financial Advisory Group was founded in 1992 and 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?

Capital Financial Advisory Group employees' email format typically follows the pattern of First@capitalfinancialusa.com. 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?

Capital Financial Advisory Group has approximately 12 employees as of October 2026. These team members are located across 2 continents, including North America and Asia.

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

As of October 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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Capital Financial Advisory Group Employee Directory

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