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SRS Capital Advisors Employee Directory

Financial ServicesColorado, United States11-50 Employees

SRS Capital Advisors is a privately owned, independent Registered Investment Advisor based in Denver, Colorado, offering customized investment platforms and sophisticated wealth planning for high net worth families and individuals, as well as businesses and foundations. The firm provides Integrated Wealth Management through two core service areas: Asset Management and Integrated Financial Planning. Asset Management comprises tailored portfolio construction, tax-aware investing, and a proprietary asset allocation methodology, while Integrated Financial Planning covers insurance and tax planning, retirement planning, liability management, planning for business owners and executives, and family office services. The company operates in the financial services sector as an independent advisory practice designed to preserve and grow wealth for its clients, with a client base that includes high net worth families, individuals, businesses, and foundations. The Denver location and its focus on coordinated investment and planning solutions position it to serve clients in Colorado and surrounding areas.

Find SRS Capital Advisors employees' phone numbers or email addresses

SRS Capital Advisors Global Highlights

Location
Employees

North America
20

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  • United States Of America
    20

Asia
5

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  • India
    5

SRS Capital Advisors's Leadership

  • Stylized image of a person
    C. L.
    Owner
  • Stylized image of a person
    G. S.
    Portfolio Manager

SRS Capital Advisors Employee Metrics

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

Contact profiles from SRS Capital Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. L.
    Owner
    Oct 23, 2024
  • Stylized image of a person
    G. S.
    Portfolio Manager
    Oct 18, 2024

Frequently Asked Questions

What is SRS Capital Advisors known for?

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SRS Capital Advisors was founded in 2012 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore SRS Capital Advisors's company overview page for more information.

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

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

How many employees does SRS Capital Advisors have currently?

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SRS Capital Advisors has approximately 15 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

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

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As of July 2026, SRS Capital Advisors's key employees include:

  • Owner: C. L.
  • Portfolio Manager: G. S.

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