Capital West Securities, Inc. Email Format
Financial ServicesOklahoma, United States11-50 Employees
Capital West Securities, Inc. is an Oklahoma-based, full-service brokerage firm that offers public finance and corporate underwriting. Its approach emphasizes personalized investment and retirement planning tailored to individual circumstances, supported by technology and a diverse range of products and services. The firm operates within the financial services industry and partners with Pershing LLC as its clearing firm, leveraging Pershing’s long-standing experience and infrastructure. Located in Oklahoma City with branches in Oklahoma and Texas, Capital West positions itself as a smaller firm with experienced professionals focused on client-specific financial planning needs. The company, which employs a regional footprint and emphasizes service quality, situates itself among other financial services providers in the area while relying on its alliance with Pershing to support its clearing and custodial capabilities.