Insights

High Net Worth Focus SRS Capital Advisors specializes in sophisticated wealth management solutions for high net worth families, individuals, and business owners, indicating a potential opportunity to offer tailored financial products and exclusive investment opportunities.

Recent Investment Activity The company has been actively investing in diverse assets including biotech, infrastructure ETFs, and private equity, suggesting openness to exploring new and innovative investment platforms which can be leveraged for cross-selling advanced financial instruments.

Acquisition Potential Having been acquired for approximately 1.7 billion dollars, SRS Capital Advisors presents a strategic client opportunity for firms offering integration, wealth expansion, or succession planning services to a rapidly growing and well-funded advisory firm.

Technology Stack Utilizing modern technologies such as MySQL, Google Analytics, and PHP indicates an emphasis on data-driven decision-making and digital engagement, opening opportunities for sales of analytics tools, cybersecurity solutions, or fintech integrations.

Market Positioning Positioned among leading financial service providers with revenue in the $10 million to $25 million range, SRS Capital Advisors is likely to seek scalable solutions to support growth, including management software, compliance tools, or customer relationship management systems.

SRS Capital Advisors, LLC Tech Stack

SRS Capital Advisors, LLC uses 8 technology products and services including MySQL, Google Fonts API, PHP, and more. Explore SRS Capital Advisors, LLC's tech stack below.

  • MySQL
    Database
  • Google Fonts API
    Font Scripts
  • PHP
    Programming Languages
  • X-XSS-Protection
    Security
  • Google Tag Manager
    Tag Management
  • X-Content-Type-Options
    Web & Portal Technology
  • Google Analytics
    Web Analytics
  • GoDaddy
    Web Hosting

Media & News

SRS Capital Advisors, LLC's Email Address Formats

SRS Capital Advisors, LLC uses at least 3 format(s):
SRS Capital Advisors, LLC Email FormatsExamplePercentage
FLast@simondavisinc.comJDoe@simondavisinc.com
100%
FLast@srscap.comJDoe@srscap.com
88%
Last@srscap.comDoe@srscap.com
12%
First.Last@srscapitaladvisors.comJohn.Doe@srscapitaladvisors.com
50%
First.Last@srscapitaladvisors.comJohn.Doe@srscapitaladvisors.com
50%

Frequently Asked Questions

Where is SRS Capital Advisors, LLC's headquarters located?

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SRS Capital Advisors, LLC's main headquarters is located at 600 Grant Street, Suite 650. The company has employees across 2 continents, including North AmericaAsia.

What is SRS Capital Advisors, LLC's phone number?

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You can contact SRS Capital Advisors, LLC's main corporate office by phone at . 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 SRS Capital Advisors, LLC's official website and social media links?

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SRS Capital Advisors, LLC's official website is srscapitaladvisors.com and has social profiles on LinkedIn.

What is SRS Capital Advisors, LLC's NAICS code?

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SRS Capital Advisors, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does SRS Capital Advisors, LLC have currently?

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As of December 2025, SRS Capital Advisors, LLC has approximately 16 employees across 2 continents, including North AmericaAsia. Key team members include Founder & Managing Director: D. S.Owner: C. L.Vice President, Private Client Services: A. G. F.. Explore SRS Capital Advisors, LLC's employee directory with LeadIQ.

What industry does SRS Capital Advisors, LLC belong to?

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SRS Capital Advisors, LLC operates in the Financial Services industry.

What technology does SRS Capital Advisors, LLC use?

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SRS Capital Advisors, LLC's tech stack includes MySQLGoogle Fonts APIPHPX-XSS-ProtectionGoogle Tag ManagerX-Content-Type-OptionsGoogle AnalyticsGoDaddy.

What is SRS Capital Advisors, LLC's email format?

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SRS Capital Advisors, LLC's email format typically follows the pattern of FLast@simondavisinc.com. Find more SRS Capital Advisors, LLC email formats with LeadIQ.

When was SRS Capital Advisors, LLC founded?

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SRS Capital Advisors, LLC was founded in 2012.

SRS Capital Advisors, LLC

Financial ServicesColorado, United States11-50 Employees

SRS Capital Advisors is a privately owned independent Registered Investment Advisor specializing in customized investment platforms and highly sophisticated wealth planning solutions for high net worth families and individuals, businesses, and foundations.

We deliver Integrated Wealth Management by providing two core groups of services designed to preserve and grow wealth:

Asset Management --  
*    Customized and Integrated Portfolio Construction
*    Focus on Tax Aware Investing
*    Utilize our Proprietary Asset Allocation Methodology

Integrated Financial Planning --
*    Insurance and Tax Planning
*    Retirement Planning
*    Liability Management
*    Planning for Business Owners and Executives
*    Family Office Services

For more information, please visit www.srscapitaladvisors.com.

Section iconCompany Overview

Headquarters
600 Grant Street, Suite 650
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2012
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    SRS Capital Advisors, LLC's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    SRS Capital Advisors, LLC's revenue is estimated to be in the range of $10M$25M

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