SRS Capital Advisors, LLC Employee Directory

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.

Find SRS Capital Advisors, LLC employees' phone numbers or email addresses

SRS Capital Advisors, LLC Global Highlights

Location
Employees

North America
17

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  • United States Of America
    17

Asia
3

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  • India
    3

SRS Capital Advisors, LLC's Leadership

  • Stylized image of a person
    D. S.
    Founder & Managing Director
    Phone icon
  • Stylized image of a person
    C. L.
    Owner
    Phone icon
  • Stylized image of a person
    A. G. F.
    Vice President, Private Client Services
    Phone icon
  • Stylized image of a person
    B. F.
    Vice President
    Phone icon
  • Stylized image of a person
    M. R.
    Managing Director Chief Compliance Offic
    Phone icon
  • Stylized image of a person
    P. S.
    Managing Director
    Phone icon
  • Stylized image of a person
    P. C.
    Director Of Client Service
    Phone icon
  • Stylized image of a person
    M. S.
    Director Of Financial Operations
    Phone icon

Contact profiles from SRS Capital Advisors, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. S.
    Founder & Managing Director
    Phone icon
    United StatesColorado
    Nov 19, 2025
  • Stylized image of a person
    C. L.
    Owner
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    A. G. F.
    Vice President, Private Client Services
    Phone icon
    United StatesColorado
    Jun 05, 2025
  • Stylized image of a person
    B. F.
    Vice President
    Phone icon
    United StatesPennsylvania
    Oct 21, 2024
  • Stylized image of a person
    M. R.
    Managing Director Chief Compliance Offic
    Phone icon
    UNITED STATES
    Oct 22, 2024
  • Stylized image of a person
    P. S.
    Managing Director
    Phone icon
    United StatesPennsylvania
    Oct 22, 2024
  • Stylized image of a person
    P. C.
    Director Of Client Service
    Phone icon
    United StatesPennsylvania
    Oct 19, 2025
  • Stylized image of a person
    M. S.
    Director Of Financial Operations
    Phone icon
    United StatesColorado
    Oct 22, 2025
  • Stylized image of a person
    J. L.
    Portfolio Manager
    Phone icon
    United StatesColorado
    Aug 12, 2025
  • Stylized image of a person
    K. G.
    Investment Operations Manager/Executive Assistant
    Phone icon
    United StatesColorado
    Oct 20, 2025

Frequently Asked Questions

What is SRS Capital Advisors, LLC known for?

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SRS Capital Advisors, LLC was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 600 Grant Street, Suite 650; you can contact the main corporate office by phone at . Explore SRS Capital Advisors, LLC's company overview page for more information.

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

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SRS Capital Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SRS Capital Advisors, LLC email formats with LeadIQ.

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

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SRS Capital Advisors, LLC has approximately 16 employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

Who are SRS Capital Advisors, LLC's key employees and leadership?

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As of December 2025, SRS Capital Advisors, LLC's key employees include:

  • Founder & Managing Director: D. S.
  • Owner: C. L.
  • Vice President, Private Client Services: A. G. F.
  • Vice President: B. F.
  • Managing Director Chief Compliance Offic: M. R.

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