CapGroup Advisors

Finance · 51-200 Employees

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Overview

Phone Number

(804) 648-3500

Revenue

$6.7 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About CapGroup Advisors

CapGroup Advisors is now The Colony Group! We are delighted to have joined forces with our business colleagues at The Colony Group. Widely recognized for its talent and capabilities, our new firm has received numerous prestigious industry recognitions. Furthermore, The Colony Group possesses a strong bench of talented experts including CFP® professionals, CFA® Charterholders, CPAs, attorneys, and more. We believe this partnership will provide access to additional resources and expertise, which will enable us to better serve our clients in this ever-changing financial environment. For information, news, and updates, please follow our new page - The Colony Group.Explore more
CapGroup Advisors's Social MediaPopular SearchesCapGroup AdvisorsCapital Advisory Group LLCCapgroup Advisors LLC Dba Capital Advisory GroupCapgroup Advisors, Llc Dba Capital Advisory Group ...SIC Code 62,628NAICS Code 52,523Show more

CapGroup Advisors Org Chart

PhoneEmail
PE

Institutional Advisory Administrator

PhoneEmail
KB

Client Services Administrator

PhoneEmail
DA

IT Specialist

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CapGroup Advisors

$6.7M
51-200
Private
-
1983
PE
Patricia EvansInstitutional Advisory Administrator
$6.9M
11-50
Private
-
1983
Denise Lollis, Chief Operating Officer & Chief Compliance Officer at Greenwood Capital Associates
Denise LollisChief Operating Officer & Chief Compliance Officer
<$5M
11-50
Private
<$5M
1980
Jeffrey Ohe, President at Cahill Financial Advisors
Jeffrey OhePresident
<$5M
11-50
Private
-
2000
MC
Mark CarleyManaging Director
<$5M
11-50
Private
<$5M
1985
<$5M
51-200
Private
-
-
JM
John MoreyChief Financial Officer
<$5M
11-50
Private
-
2022
AG
Ashley GogginsChief Compliance Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

CapGroup Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CapGroup Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CapGroup Advisors.

CapGroup Advisors Tech Stack

A closer look at the technologies used by CapGroup Advisors

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Frequently Asked Questions Regarding CapGroup Advisors

What is CapGroup Advisors's official website?
CapGroup Advisors's official website is www.thecapgroup.com
What is CapGroup Advisors's Revenue?
CapGroup Advisors's revenue is $6.7 Million
What is CapGroup Advisors's SIC code?
CapGroup Advisors's SIC: 62,628
What is CapGroup Advisors's NAICS code?
CapGroup Advisors's NAICS: 52,523
How many employees does CapGroup Advisors have?
CapGroup Advisors has 51-200 employees
What industry does CapGroup Advisors belong to?
CapGroup Advisors is in the industry of: Finance, Securities Trading
What is CapGroup Advisors competition?
CapGroup Advisors top competitors include: Avior Wealth Management, Greenwood Capital Associates, Hidden Cove Wealth Management, Cahill Financial Advisors
What technology does CapGroup Advisors use?
Some of the popular technologies that CapGroup Advisors uses are: LiveRamp, Google Universal Analytics, Quantcast, Connectifier
How do I contact CapGroup Advisors?
CapGroup Advisors contact info: Phone number: (804) 648-3500 Website: www.thecapgroup.com
What does CapGroup Advisors do?

CapGroup Advisors is now The Colony Group! We are delighted to have joined forces with our business colleagues at The Colony Group. Widely recognized for its talent and capabilities, our new firm has received numerous prestigious industry recognitions. Furthermore, The Colony Group possesses a strong bench of talented experts including CFP® profess... ionals, CFA® Charterholders, CPAs, attorneys, and more. We believe this partnership will provide access to additional resources and expertise, which will enable us to better serve our clients in this ever-changing financial environment. For information, news, and updates, please follow our new page - The Colony Group.Read More

What are CapGroup Advisors social media links?
CapGroup Advisors Linkedin page
Is CapGroup Advisors a public company?
CapGroup Advisors is private company therefore does not currently have an official ticker symbol
See more information about CapGroup Advisors

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