Capitol Wealth

Finance · North Carolina, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

9300 Harris Corners Pkwy Ste 410, Charlo...

Phone Number

(704) 599-1055

Revenue

$8.4 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Capitol Wealth

Capitol Wealth Advisors, through a relationship with PRIMEVEST Financial Services have access to a complete array of products including full-service and discount brokerage, investment management and insurance offerings to provide their clients with the solutions to their financial questions and needs. Founded in 1984 as Bankers Systems Brokerage Services, PRIMEVEST Financial Services has grown into a financial services leader, a self-clearing broker/dealer, investment advisor and an insurance agency with a nationwide reputation for providing superior solutions. Registered in 50 states and Guam, nearly 600 financial institutions rely on PRIMEVEST as their broker/dealer. PRIMEVEST has headquarters in Minnesota, with regional offices in California and Virginia. PRIMEVEST is a member of the ING Advisors Network, a subsidiary of ING, a leader in the financial services industry. ING, with over 500 billion in assets, is one of the largest integrated financial services organizations in the worRead more
Capitol Wealth's Social MediaPopular SearchesCapitol Wealth IncCapitol Wealth AdvisorsCapitolwealthSIC Code 62,621NAICS Code 52,523Show more

Capitol Wealth Org Chart

PhoneEmail
JA
United States flag for contact location.

National Sales Director

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Capitol Wealth your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Capitol Wealth

Compare insights from companies similar to Capitol Wealth, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capitol Wealth

$8.4M
11-50
Private
-
2005
JA
Jeffrey ArcherNational Sales Director
$15.9M
51-200
Private
-
1993
JL
Jason LilesSenior Vice President, Wealth Advisor
$6.9M
11-50
Private
-
-
WM
Wanda MercadoClient Service Manager
$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
$6M
11-50
Private
<$5M
1995
Manuel Rosado, President at Spectrum Investment Advisors
Manuel RosadoPresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Capitol Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Capitol Wealth Tech Stack

A closer look at the technologies used by Capitol Wealth

Top Finance Companies

Frequently Asked Questions Regarding Capitol Wealth

What is Capitol Wealth's official website?
Capitol Wealth's official website is www.capitolwealth.com
What is Capitol Wealth's Revenue?
Capitol Wealth's revenue is $8.4 Million
What is Capitol Wealth's SIC code?
Capitol Wealth's SIC: 62,621
What is Capitol Wealth's NAICS code?
Capitol Wealth's NAICS: 52,523
How many employees does Capitol Wealth have?
Capitol Wealth has 11-50 employees
What industry does Capitol Wealth belong to?
Capitol Wealth is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Capitol Wealth competition?
Capitol Wealth top competitors include: BOK Financial Private Wealth, Schneider Wealth Strategies, Greenwood Capital Associates, Spectrum Investment Advisors
What technology does Capitol Wealth use?
Some of the popular technologies that Capitol Wealth uses are: goo.gl, WooCommerce, WordPress.org, reCAPTCHA
How do I contact Capitol Wealth?
Capitol Wealth contact info: Phone number: (704) 599-1055 Website: www.capitolwealth.com
What does Capitol Wealth do?

Capitol Wealth Advisors, through a relationship with PRIMEVEST Financial Services have access to a complete array of products including full-service and discount brokerage, investment management and insurance offerings to provide their clients with the solutions to their financial questions and needs. Founded in 1984 as Bankers Systems Brokerage Se... rvices, PRIMEVEST Financial Services has grown into a financial services leader, a self-clearing broker/dealer, investment advisor and an insurance agency with a nationwide reputation for providing superior solutions. Registered in 50 states and Guam, nearly 600 financial institutions rely on PRIMEVEST as their broker/dealer. PRIMEVEST has headquarters in Minnesota, with regional offices in California and Virginia. PRIMEVEST is a member of the ING Advisors Network, a subsidiary of ING, a leader in the financial services industry. ING, with over 500 billion in assets, is one of the largest integrated financial services organizations in the world. PRIMEVEST is a member of the Chicago Stock Exchange, the Depository Trust and Clearing Corporation (DTCC), the National Association of Securities Dealers (NASD), and the Securities Investors Protection Corporation (SIPC). PRIMEVEST Financial Services, Inc. is an independent, registered broker/dealer and registered investment adviser.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.