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Capital West Securities, Inc. Employee Directory

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.

Find Capital West Securities, Inc. employees' phone numbers or email addresses

Capital West Securities, Inc. Global Highlights

Location
Employees

North America
20

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  • United States Of America
    20

Capital West Securities, Inc.'s Leadership

  • Stylized image of a person
    S. H.
    Chief Information Officer
    Mobile Phone
  • Stylized image of a person
    T. O.
    Sales Assistant
    Mobile Phone

Capital West Securities, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Other

Contact profiles from Capital West Securities, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    S. H.
    Chief Information Officer
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    T. O.
    Sales Assistant
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Capital West Securities, Inc. known for?

Minus sign iconPlus sign iconCapital West Securities, Inc. was founded in 1995 operates in the Financial Services industry. Explore Capital West Securities, Inc.'s company overview page for more information.

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

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

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

Minus sign iconPlus sign iconCapital West Securities, Inc. has approximately 11 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Capital West Securities, Inc.'s key employees and leadership?

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As of August 2026, Capital West Securities, Inc.'s key employees include:

  • Chief Information Officer: S. H.
  • Sales Assistant: T. O.

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