LeadIQ logo
Learn more at LeadIQ.com
Capital Strategies Group, Inc. logo

Capital Strategies Group, Inc. Employee Directory

InsuranceAlabama, United States11-50 Employees

Capital Strategies Group, Inc. operates in the insurance sector with a focus on wealth preservation for ultra-high-net-worth families and their companies. The firm develops and analyzes data to guide proprietary life insurance planning and uses tax-efficient strategies to minimize income and estate taxes. Founded in 1989, it emphasizes optimizing wealth transfer and building enduring client relationships.

The firm is based in Birmingham, Alabama, and operates as a small- to mid-sized company. Securities and investment advisory services are offered through M Holdings Securities, Inc., with Capital Strategies Group independently owned and operated. In 2022, the firm announced a partnership with Goldstein Financial Group, LLC to expand its reach.

Find Capital Strategies Group, Inc. employees' phone numbers or email addresses

Capital Strategies Group, Inc. Global Highlights

Location
Employees

North America
51

Minus sign iconPlus sign icon
  • United States Of America
    51

Asia
7

Minus sign iconPlus sign icon
  • Pakistan
    7

Capital Strategies Group, Inc.'s Leadership

  • President at Capital Strategies Group, Inc.
    A. K.
    President
    Mobile Phone
  • Director New Media Business Development at Capital Strategies Group, Inc.
    D. G.
    Director New Media Business Development
    Mobile Phone
  • Office Manager at Capital Strategies Group, Inc.
    S. Y.
    Office Manager
    Mobile Phone
  • Office Manager at Capital Strategies Group, Inc.
    U. H.
    Office Manager
    Mobile Phone
  • Area Manager at Capital Strategies Group, Inc.
    A. M.
    Area Manager
    Mobile Phone
  • Lobbyist at Capital Strategies Group, Inc.
    J. C.
    Lobbyist
    Mobile Phone

Capital Strategies Group, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Community & Social Services
  • Administrative
  • Business Development
  • Accounting
  • Other
  • Legal
  • Program & Project Management
  • Consultant

Contact profiles from Capital Strategies Group, Inc.

Name
Title
Contact
Location
Last Update
  • President at Capital Strategies Group, Inc.
    A. K.
    President
    Mobile Phone
    Oct 16, 2024
  • Director New Media Business Development at Capital Strategies Group, Inc.
    D. G.
    Director New Media Business Development
    Mobile Phone
    Oct 22, 2024
  • Office Manager at Capital Strategies Group, Inc.
    S. Y.
    Office Manager
    Mobile Phone
    Pakistan
    Sep 03, 2026
  • Office Manager at Capital Strategies Group, Inc.
    U. H.
    Office Manager
    Mobile Phone
    Pakistan
    May 31, 2026
  • Area Manager at Capital Strategies Group, Inc.
    A. M.
    Area Manager
    Mobile Phone
    Pakistan
    May 30, 2026
  • Lobbyist at Capital Strategies Group, Inc.
    J. C.
    Lobbyist
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Capital Strategies Group, Inc. known for?

Minus sign iconPlus sign iconCapital Strategies Group, Inc. was founded in 1989 and operates in the Insurance industry. You can contact Capital Strategies Group, Inc.'s main corporate office by phone at
+1-205-263-****
. Explore Capital Strategies Group, Inc.'s company overview page for more information.

What is Capital Strategies Group, Inc.'s most common email format?

Minus sign iconPlus sign iconCapital Strategies Group, Inc. employees' email format typically follows the pattern of FLast@capitalstrategies.net. Trying to find reliable and up-to-date employee contact data? Find more Capital Strategies Group, Inc. email formats with LeadIQ.

How many employees does Capital Strategies Group, Inc. have currently?

Minus sign iconPlus sign iconCapital Strategies Group, Inc. has approximately 36 employees as of August 2026. These team members are located across 2 continents, including North America and Asia.

Who are Capital Strategies Group, Inc.'s key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Capital Strategies Group, Inc.'s key employees include:

  • President: A. K.
  • Director New Media Business Development: D. G.
  • Office Manager: S. Y.
  • Office Manager: U. H.
  • Area Manager: A. M.

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.