Capitol Financial Solutions logo

Capitol Financial Solutions Employee Directory

Financial ServicesNorth Carolina, United States51-200 Employees

Capitol Financial Solutions is an independent financial services firm headquartered in Raleigh, North Carolina, with offices across Virginia, North Carolina, South Carolina, and Georgia. Its team is composed of licensed professionals who assist clients in pursuing their financial goals by offering an open architecture of financial services and value-added support, supported by a growing roster of experienced advisors. The firm emphasizes lasting client relationships and service excellence as foundational elements of its approach, positioning itself within the broader financial services industry as a partner that can connect clients with a range of offerings through a flexible, independent model. A notable development in its recent activity is a collaboration with Fidelity Capital Management, highlighting its role in the broader advisory and independent broker-dealer ecosystem.

Find Capitol Financial Solutions employees' phone numbers or email addresses

Capitol Financial Solutions Global Highlights

Location
Employees

North America
110

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  • United States Of America
    110

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Capitol Financial Solutions's Leadership

  • Stylized image of a person
    J. C.
    Art Director
    Phone icon
  • Stylized image of a person
    K. B. P.
    Practice Manager
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  • Stylized image of a person
    L. P.
    Client Development Manager
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  • Stylized image of a person
    L. G.
    Practice Manager
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  • Stylized image of a person
    M. W.
    Practice Manager
    Phone icon
  • Stylized image of a person
    B. K.
    Principal
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  • Stylized image of a person
    J. A.
    Financial Advisor - 919-272-3930
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  • Stylized image of a person
    S. T.
    Financial Services Associate
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Capitol Financial Solutions Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Business Development
  • Administrative
  • Other
  • Support

Contact profiles from Capitol Financial Solutions

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. C.
    Art Director
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    K. B. P.
    Practice Manager
    Phone icon
    May 31, 2026
  • Stylized image of a person
    L. P.
    Client Development Manager
    Phone icon
    United KingdomSouthampton
    Apr 24, 2025
  • Stylized image of a person
    L. G.
    Practice Manager
    Phone icon
    Jun 08, 2026
  • Stylized image of a person
    M. W.
    Practice Manager
    Phone icon
    May 09, 2025
  • Stylized image of a person
    B. K.
    Principal
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    J. A.
    Financial Advisor - 919-272-3930
    Phone icon
    Jun 08, 2026
  • Stylized image of a person
    S. T.
    Financial Services Associate
    Phone icon
    Aug 02, 2026
  • Stylized image of a person
    C. D.
    Financial Advisor
    Phone icon
    Apr 17, 2026
  • Stylized image of a person
    C. F.
    Registered Investment Representative
    Phone icon
    Oct 17, 2024

Frequently Asked Questions

What is Capitol Financial Solutions known for?

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Capitol Financial Solutions was founded in 2001 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Capitol Financial Solutions's company overview page for more information.

What is Capitol Financial Solutions's most common email format?

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Capitol Financial Solutions employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Capitol Financial Solutions email formats with LeadIQ.

How many employees does Capitol Financial Solutions have currently?

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Capitol Financial Solutions has approximately 80 employees as of August 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Capitol Financial Solutions's key employees and leadership?

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As of August 2026, Capitol Financial Solutions's key employees include:

  • Art Director: J. C.
  • Practice Manager: K. B. P.
  • Client Development Manager: L. P.
  • Practice Manager: L. G.
  • Practice Manager: M. W.

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