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Insights

Boutique RIA Target family office and high-net-worth clients seeking dedicated, relationship-driven investment management with coordinated advisory services across legal, accounting, and insurance partners.

Affiliated Admin Leverage the mutual fund administration capabilities of affiliated entities to offer integrated fund services for both family office and external institutional clients, highlighting end-to-end support and compliance.

Legacy Trust Emphasize long-tenured team and client relationships as a differentiator to convert prospects valuing stability and continuity into deeper onboarding and referrals.

Volatility Focus Position risk-managed strategies aligned to specific client risk profiles as a core service, with cross-sell opportunities into risk assessment, portfolio construction, and ongoing monitoring.

Growth Profile Explore partnerships or expanded service offerings with mid-sized wealth managers or independent advisors seeking boutique capabilities within a global private banking ecosystem.

EFG Capital Advisors, Inc. Tech Stack

EFG Capital Advisors, Inc. uses 5 technology products and services including Font Awesome, Google Fonts API, jQuery, and more. Explore EFG Capital Advisors, Inc.'s tech stack below.

  • Font Awesome
    Font Scripts
  • Google Fonts API
    Font Scripts
  • jQuery
    Javascript Libraries
  • Moment.js
    Javascript Libraries
  • Google Analytics
    Web Analytics

EFG Capital Advisors, Inc.'s Email Address Formats

EFG Capital Advisors, Inc. uses at least 2 format(s):
EFG Capital Advisors, Inc. Email FormatsExamplePercentage
First.Last@efgcapital.comJohn.Doe@efgcapital.com
88%
Last@efgcapital.comDoe@efgcapital.com
7%
First.Middle@efgcapital.comJohn.Michael@efgcapital.com
4%
Last.First@efgcapital.comDoe.John@efgcapital.com
1%
First.Last@efgcapitaladvisors.comJohn.Doe@efgcapitaladvisors.com
83%
FLast@efgcapitaladvisors.comJDoe@efgcapitaladvisors.com
17%

Frequently Asked Questions

What is EFG Capital Advisors, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact EFG Capital Advisors, Inc.'s main corporate office by phone at
+1-305-381-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is EFG Capital Advisors, Inc.'s official website and social media links?

Minus sign iconPlus sign iconEFG Capital Advisors, Inc.'s official website is efgcapitaladvisors.com and has social profiles on LinkedIn.

How much revenue does EFG Capital Advisors, Inc. generate?

Minus sign iconPlus sign icon As of July 2026, EFG Capital Advisors, Inc.'s annual revenue is estimated to be $1M - $10M.

What is EFG Capital Advisors, Inc.'s NAICS code?

Minus sign iconPlus sign iconEFG Capital Advisors, Inc.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does EFG Capital Advisors, Inc. have currently?

Minus sign iconPlus sign iconAs of July 2026, EFG Capital Advisors, Inc. has approximately 11 employees across 2 continents, including North AmericaEurope. Key team members include President: E. J.Member Of The Board: P. P.. Explore EFG Capital Advisors, Inc.'s employee directory with LeadIQ.

What industry does EFG Capital Advisors, Inc. belong to?

Minus sign iconPlus sign iconEFG Capital Advisors, Inc. operates in the Investment Management industry.

What technology does EFG Capital Advisors, Inc. use?

Minus sign iconPlus sign iconEFG Capital Advisors, Inc.'s tech stack includes Font AwesomeGoogle Fonts APIjQueryMoment.jsGoogle Analytics.

What is EFG Capital Advisors, Inc.'s email format?

Minus sign iconPlus sign iconEFG Capital Advisors, Inc.'s email format typically follows the pattern of First.Last@efgcapital.com. Find more EFG Capital Advisors, Inc. email formats with LeadIQ.
EFG Capital Advisors, Inc. logo

EFG Capital Advisors, Inc.

Investment ManagementFlorida, United States11-50 Employees

EFG Capital Advisors, Inc. is a boutique registered investment advisor that operates as a wholly owned subsidiary of EFG International, a global private banking and investment management firm based in Zurich. Headquartered in Miami, Florida, the firm focuses on investment management with an emphasis on managing volatility within a defined risk profile. In many cases, it also serves as a multi-family office, coordinating with clients' other professional advisors. The firm supports family offices and other private clients by providing integrated advisory services and partnering with legal counsel, accountants, and insurance professionals. Affiliated entities—EFG Investment Services, Inc. and EFG Investment Services (Cayman), Ltd.—act as mutual fund administrators for the firm's family office clients and external institutional clients. The company traces its origins to 1981, when it was founded as PRS Group and renamed EFG Capital Advisors in 2013, reflecting its long-standing presence in the industry.

Section iconCompany Overview

Phone number
+1-305-381-****
Website
efgcapitaladvisors.com
NAICS Code
5239 - Other Financial Investment Activities
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    EFG Capital Advisors, Inc.'s revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    EFG Capital Advisors, Inc.'s revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • Stylized image of a person
    E. J.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. P.
    Member Of The Board
    Phone icon
    Mobile Phone

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