Capital Strategies Group, Inc. Employee Directory

Q: What is Capital Strategies Group, Inc. known for?

Capital Strategies Group, Inc. was founded in 1989. Capital Strategies Group, Inc. operates in the Insurance industry.

Capital Strategies is a wealth preservation-focused insurance firm serving ultra-high-net-worth families and their companies. We cultivate and analyze data to inform effective, proprietary life insurance planning, while utilizing intelligent, tax-efficient strategies to minimize income- and estate-tax liabilities. Since 1989, we have earned the confidence and trust of our clients by delivering the highest level of service and excellence in coverage. Our firm’s singular focus on optimizing the transfer of wealth has fostered the long-term relationships on which we pride ourselves today.


***Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered broker/dealer and investment advisor, Member FINRA/SIPC. Capital Strategies Group, Inc. is independently owned and operated.

•	Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness.
•	This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.
•	The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success

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

Capital Strategies Group, Inc. Global Highlights

North America
41

United States Of America
41

Asia
3

Pakistan
3

Capital Strategies Group, Inc.'s Leadership

K. A.
Vice President - Investments
Mobile Phone
Email
A. K.
President
Mobile Phone
Email
C. G. W.
Owner
Mobile Phone
Email
D. D.
Director - Midsouth Region
Mobile Phone
Email
D. G.
Director New Media Business Development
Mobile Phone
Email
P. S.
Director, Business Development
Mobile Phone
Email
A. H.
Client Service Coordinator
Mobile Phone
Email
J. C.
Lobbyist
Mobile Phone
Email

Contact profiles from Capital Strategies Group, Inc.

Name

Title

Contact Info

Location

Last Update

A. K.
President
Mobile Phone
Email
Oct 16, 2024
C. G. W.
Owner
Mobile Phone
Email
United StatesArizona
Apr 10, 2025
K. A.
Vice President - Investments
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
D. D.
Director - Midsouth Region
Mobile Phone
Email
United States
Oct 23, 2025
D. G.
Director New Media Business Development
Mobile Phone
Email
Oct 22, 2024
P. S.
Director, Business Development
Mobile Phone
Email
UNITED STATES
May 01, 2024
A. H.
Client Service Coordinator
Mobile Phone
Email
United States
Jul 31, 2024
J. C.
Lobbyist
Mobile Phone
Email
Oct 23, 2024
E. P.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Capital Strategies Group, Inc. known for?

Capital Strategies Group, Inc. was founded in 1989 operates in the Insurance industry. The company's main headquarters is located in 850 Shades Creek Parkway, Suite #300, Birmingham, Alabama 35209, US; you can contact the 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?

Capital Strategies Group, Inc. employees' email format typically follows the pattern of . 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?

Capital Strategies Group, Inc. has approximately 32 employees as of November 2025. These team members are located across 2 continents, including North AmericaAsia.

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

As of November 2025, Capital Strategies Group, Inc.'s key employees include:

Vice President - Investments: K. A.
President: A. K.
Owner: C. G. W.
Director - Midsouth Region: D. D.
Director New Media Business Development: D. G.

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