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Private Capital Group, LLC Employee Directory

Financial ServicesConnecticut, United States11-50 Employees

Private Capital Group, LLC is a financial services firm based in Hartford, Connecticut, with 11-50 employees. The firm provides wealth management services that aim to integrate clients' financial resources and investment strategies into a single, comprehensive plan through a consultative process centered on client goals. Its advisory model emphasizes coordinating with clients' other professionals—such as attorneys, accountants, and insurance agents—supported by an institutional process and a sophisticated financial system to track accounts and improve communication among advisors. Many of its advisors hold CFP designations, and the firm emphasizes a culture of collaboration, oversight, and knowledge sharing. In 2021, Wealthspire Advisors LLC acquired Private Capital Group, LLC, and the company announced expansion of its Connecticut offices that year.

Find Private Capital Group, LLC employees' phone numbers or email addresses

Private Capital Group, LLC Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Private Capital Group, LLC's Leadership

  • Stylized image of a person
    R. C.
    In House Counsel
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. M.
    Client Service Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. E.
    Lender Relations
    Phone icon
    Mobile Phone

Private Capital Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other
  • Consultant

Contact profiles from Private Capital Group, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. C.
    In House Counsel
    Phone icon
    Mobile Phone
    United StatesNew York
    Sep 10, 2025
  • Stylized image of a person
    S. M.
    Client Service Associate
    Phone icon
    Mobile Phone
    United StatesConnecticut
    Jun 02, 2026
  • Stylized image of a person
    P. E.
    Lender Relations
    Phone icon
    Mobile Phone
    United StatesUtah
    Oct 16, 2024

Frequently Asked Questions

What is Private Capital Group, LLC known for?

Minus sign iconPlus sign iconPrivate Capital Group, LLC operates in the Financial Services industry. The company's main headquarters is located in Hartford, Connecticut United States. Explore Private Capital Group, LLC's company overview page for more information.

What is Private Capital Group, LLC's most common email format?

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

How many employees does Private Capital Group, LLC have currently?

Minus sign iconPlus sign iconPrivate Capital Group, LLC has approximately 20 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Private Capital Group, LLC's key employees and leadership?

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As of February 2026, Private Capital Group, LLC's key employees include:

  • In House Counsel: R. C.
  • Client Service Associate: S. M.
  • Lender Relations: P. E.

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