Insights

Personalized Investment Services Capital West Securities emphasizes customized investment and retirement strategies tailored to individual client needs, presenting an opportunity to offer specialized financial planning tools or products that enhance personalized service.

Technology Integration The firm leverages cutting-edge technology through partnerships with Pershing LLC, highlighting a readiness to adopt innovative financial solutions—potential for introducing advanced fintech integrations or software services.

Growth Potential With revenue estimated between 10 and 25 million dollars and a relatively small team, Capital West has scope for expanding its product offerings or client base, ideal for targeted growth or marketing initiatives.

Market Niche Focus Operating as a full-service brokerage with a focus on public finance and corporate underwriting, the company presents avenues for specialized investment products or services designed for public sector clients or corporate entities.

Regional Presence Located in Oklahoma City with additional branches in Texas, the company’s regional footprint offers opportunities to develop localized marketing strategies, community engagement platforms, or region-specific financial products.

Similar companies to Capital West Securities, Inc.

Capital West Securities, Inc. Tech Stack

Media & News

Capital West Securities, Inc.'s Email Address Formats

Capital West Securities, Inc. uses at least 1 format(s):
Capital West Securities, Inc. Email FormatsExamplePercentage
FLast@capitalwest.comJDoe@capitalwest.com
50%
FLast@capitalwest.comJDoe@capitalwest.com
50%

Frequently Asked Questions

Where is Capital West Securities, Inc.'s headquarters located?

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Capital West Securities, Inc.'s main headquarters is located at 211 North Robinson Oklahoma City, Oklahoma 73102 United States. The company has employees across 1 continents, including North America.

What is Capital West Securities, Inc.'s official website and social media links?

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Capital West Securities, Inc.'s official website is capitalwest.com and has social profiles on LinkedIn.

What is Capital West Securities, Inc.'s NAICS code?

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Capital West Securities, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Capital West Securities, Inc. have currently?

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As of February 2026, Capital West Securities, Inc. has approximately 11 employees across 1 continents, including North America. Key team members include Chief Information Officer: S. H.Owner: T. V.Financial: K. C.. Explore Capital West Securities, Inc.'s employee directory with LeadIQ.

What industry does Capital West Securities, Inc. belong to?

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Capital West Securities, Inc. operates in the Financial Services industry.

What is Capital West Securities, Inc.'s email format?

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Capital West Securities, Inc.'s email format typically follows the pattern of FLast@capitalwest.com. Find more Capital West Securities, Inc. email formats with LeadIQ.

When was Capital West Securities, Inc. founded?

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Capital West Securities, Inc. was founded in 1995.

Capital West Securities, Inc.

Financial ServicesOklahoma, United States11-50 Employees

Capital West Securities is an Oklahoma-based full-service brokerage firm that includes Public Finance and Corporate Underwriting. Capital West is the "small" firm with experienced professionals that have the freedom to work with the customer to plan a personalized investment or retirement strategy that fits each customer’s unique circumstances and requirements using cutting edge technology and a comprehensive array of products and services.  Capital West has contracted with Pershing LLC to serve as our clearing firm.  Pershing LLC has nearly $1 trillion in assets under administration and our parent company, The Bank of New York Mellon Corporation, has more than $23 trillion is assets in custody.   Pershing LLC offers unequaled experience built over seven decades of serving financial organizations.  Pershing LLC offers state-of-the-art technology, a highly reliable infrastructure and a host of innovative products and services to help with your every financial need.

To find out how "the little things" can make a big difference in your investment experience, call or come into one of our Oklahoma or Texas branch office.

Section iconCompany Overview

Headquarters
211 North Robinson Oklahoma City, Oklahoma 73102 United States
NAICS Code
52 - Finance and Insurance
Founded
1995
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Capital West Securities, Inc.'s revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Capital West Securities, Inc.'s revenue is estimated to be in the range of $10M$25M

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