Capital Concepts

Q: What is Capital Concepts's official website?

Capital Concepts's official website is capitalconcepts.money

Q: What is Capital Concepts's Revenue?

Capital Concepts's revenue is <$5 Million

Q: What is Capital Concepts's NAICS code?

Capital Concepts's NAICS: 52,523

Q: How many employees does Capital Concepts have?

Capital Concepts has 11-50 employees

Q: What industry does Capital Concepts belong to?

Capital Concepts is in the industry of: Finance , Insurance , Securities Trading

Q: What is Capital Concepts competition?

Capital Concepts top competitors include: Cornhusker Wealth Management , Calder Financial , John Lawler , Euvino Barbara Private Wealth Management

Q: What technology does Capital Concepts use?

Some of the popular technologies that Capital Concepts uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Google Tag Manager

Q: How do I contact Capital Concepts?

Capital Concepts contact info: Phone number: (513) 367-1793 Website: capitalconcepts.money

Q: What does Capital Concepts do?

Capital Concepts Inc. offers a range of financial products and services including retirement planning, investment strategies, estate management, insurance, and tax assistance. The company aims to support clients in achieving their long-term financial goals through independent representation and a team-based approach. Their target clients include in... dividuals seeking to navigate complex financial landscapes, particularly affluent investors and business owners. Capital Concepts Inc. emphasizes personalized strategies and provides educational resources to empower clients in their financial decision-making. Read More

Q: What are Capital Concepts social media links?

Capital Concepts Linkedin page Capital Concepts Facebook page

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

9676 Dry Fork Rd, Harrison, Ohio, 45030,...

Phone Number

(513) 367-1793

Website

capitalconcepts.money

Revenue

<$5 Million

Industry

Finance

Insurance

Securities Trading

About Capital Concepts

Capital Concepts Inc. offers a range of financial products and services including retirement planning, investment strategies, estate management, insurance, and tax assistance. The company aims to support clients in achieving their long-term financial goals through independent representation and a team-based approach. Their target clients include individuals seeking to navigate complex financial landscapes, particularly affluent investors and business owners. Capital Concepts Inc. emphasizes personalized strategies and provides educational resources to empower clients in their financial decision-making.Explore more

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View contact profiles from Capital Concepts

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

Capital Concepts Org Chart

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Sandy Skeen

Director, Operations

Phone

Director, Operations

Phone

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capital Concepts

<$5M

11-50

Private

1984

Sandy SkeenDirector, Operations

Cornhusker Wealth Managem...

<$5M

1-10

Private

Connie PaxtonSenior Manager, Operations

Madison Financial & Assoc...

<$5M

1-10

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1990

Robert DayPresident & CEO

Eastwind Capital Wealth M...

<$5M

1-10

Private

2008

Bryan McBrideManager, Business

Calder Financial

<$5M

1-10

Private

2006

Casey CalderPresident & Founder

John Lawler

<$5M

1-10

Private

<$5M

2001

N/A

Euvino Barbara Private We...

<$5M

1-10

Private

Joseph BarbaraManaging Partner

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Capital Concepts Tech Stack

A closer look at the technologies used by Capital Concepts

Cloudflare Website Optimization

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Frequently Asked Questions Regarding Capital Concepts

What is Capital Concepts's official website?

Capital Concepts's official website is capitalconcepts.money

What is Capital Concepts's Revenue?

Capital Concepts's revenue is <$5 Million

What is Capital Concepts's SIC code?

Capital Concepts's SIC: 62,628

What is Capital Concepts's NAICS code?

Capital Concepts's NAICS: 52,523

How many employees does Capital Concepts have?

Capital Concepts has 11-50 employees

What industry does Capital Concepts belong to?

Capital Concepts is in the industry of: Finance, Insurance, Securities Trading

What is Capital Concepts competition?

Capital Concepts top competitors include: Cornhusker Wealth Management, Calder Financial, John Lawler, Euvino Barbara Private Wealth Management

What technology does Capital Concepts use?

Some of the popular technologies that Capital Concepts uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Google Tag Manager

How do I contact Capital Concepts?

Capital Concepts contact info: Phone number: (513) 367-1793 Website: capitalconcepts.money

What does Capital Concepts do?

What are Capital Concepts social media links?

Capital Concepts Linkedin page Capital Concepts Facebook page

Is Capital Concepts a public company?

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

See more information about Capital Concepts

Capital Concepts Latest Hires and Their Positions

Capital Concepts is expanding and recently hired new employees. Here are the latest additions to the team.

Jorge Vega

Owner

Joined Dec 14, 2025

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