Capital Analysts

Q: What is Capital Analysts's official website?

Capital Analysts's official website is www.capitalanalysts.com

Q: What is Capital Analysts's Revenue?

Capital Analysts's revenue is <$5 Million

Q: What is Capital Analysts's NAICS code?

Capital Analysts's NAICS: 52,523

Q: How many employees does Capital Analysts have?

Capital Analysts has 11-50 employees

Q: What industry does Capital Analysts belong to?

Capital Analysts is in the industry of: Finance , Securities Trading

Q: What is Capital Analysts competition?

Capital Analysts top competitors include: Manzil , Mutual Service , Cambria Capital , Lynch & Mule

Q: What companies has Capital Analysts acquired?

Capital Analysts has acquired the companies: Lincoln Investment, The Legend Group WNY, Jim Cecchini, The Legend Group

Q: What technology does Capital Analysts use?

Some of the popular technologies that Capital Analysts uses are: Barracuda Networks, Microsoft 365, Google Tag Manager, Sectigo

Q: How do I contact Capital Analysts?

Capital Analysts contact info: Phone number: (513) 361-8700 Website: www.capitalanalysts.com

Q: What does Capital Analysts do?

Capital Analysts (CA), a Lincoln Investment company, partners with independent financial professionals to provide comprehensive wealth management services to affluent clients. They offer a turn-key wealth management services platform that combines personalized service with advanced technology. As a Registered Investment Adviser (RIA), CA delivers a... full spectrum of wealth management products and services, along with independent, proprietary research. Their goal is to help clients achieve their financial aspirations, whether that involves travel, volunteering, or other personal goals. Read More

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

303 Broadway St Ste 1500, Cincinnati, Oh...

Phone Number

(513) 361-8700

Website

www.capitalanalysts.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Capital Analysts

Capital Analysts (CA), a Lincoln Investment company, partners with independent financial professionals to provide comprehensive wealth management services to affluent clients. They offer a turn-key wealth management services platform that combines personalized service with advanced technology. As a Registered Investment Adviser (RIA), CA delivers a full spectrum of wealth management products and services, along with independent, proprietary research. Their goal is to help clients achieve their financial aspirations, whether that involves travel, volunteering, or other personal goals.Explore more

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View contact profiles from Capital Analysts

SIC Code 62,628NAICS Code 52,523Show more

Capital Analysts Org Chart

Phone

Jo McKelvey

Director, Operations

Phone

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Patricia Foley

Office Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capital Analysts

<$5M

11-50

Private

1968

Jo McKelveyDirector, Operations

Manzil

$19.1M

11-50

Private

<$5M

2017

Yuhan LinChief Technology Officer

Cambria Capital

$5.6M

1-10

Private

2005

Laurent GuyPresident

Mutual Service

<$5M

11-50

Private

1969

Debbie AshleyOffice Manager

Lynch & Mule

<$5M

11-50

Private

2001

Gregory RussoVice President, Senior Financial Consultant

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Capital Analysts Tech Stack

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Frequently Asked Questions Regarding Capital Analysts

What is Capital Analysts's official website?

Capital Analysts's official website is www.capitalanalysts.com

What is Capital Analysts's Revenue?

Capital Analysts's revenue is <$5 Million

What is Capital Analysts's SIC code?

Capital Analysts's SIC: 62,628

What is Capital Analysts's NAICS code?

Capital Analysts's NAICS: 52,523

How many employees does Capital Analysts have?

Capital Analysts has 11-50 employees

What industry does Capital Analysts belong to?

Capital Analysts is in the industry of: Finance, Securities Trading

What is Capital Analysts competition?

Capital Analysts top competitors include: Manzil, Mutual Service, Cambria Capital, Lynch & Mule

What companies has Capital Analysts acquired?

Capital Analysts has acquired the companies: Lincoln Investment, The Legend Group WNY, Jim Cecchini, The Legend Group

What technology does Capital Analysts use?

Some of the popular technologies that Capital Analysts uses are: Barracuda Networks, Microsoft 365, Google Tag Manager, Sectigo

How do I contact Capital Analysts?

Capital Analysts contact info: Phone number: (513) 361-8700 Website: www.capitalanalysts.com

What does Capital Analysts do?

What are Capital Analysts social media links?

Capital Analysts Linkedin page

Is Capital Analysts a public company?

Capital Analysts is private company therefore does not currently have an official ticker symbol

See more information about Capital Analysts

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