Capstan
Finance · Florida, United States · 11-50 Employees
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Overview
Headquarters
238 S Washington Blvd, Sarasota, Florida...Phone Number
(941) 256-9300Website
www.capstanfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Capstan
Capstan Financial Consulting Group is a financial services firm based in Sarasota, FL, dedicated to providing comprehensive financial planning and investment management for both individual and institutional clients. The company emphasizes a team-focused approach, ensuring personalized attention and professional guidance throughout all stages of life and market conditions. With a commitment to confidentiality, clarity, and proactive management, Capstan aims to secure clients' financial futures while offering access to a wide range of investment products. Their services include 401k advising, divorce investment planning, and tailored financial reviews, supported by the expertise of a seasoned team with over 300 years of combined experience.Explore more
Capstan Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
11-50
Private
-
2008
LH
Leslie HornbackSenior Wealth Strategist & Director, Retirement Plan Services
Company Profile Activity
Activity Insights
Capstan is experiencing very low activity levels compared to other companies in the Finance sector.
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Capstan is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Capstan.
Capstan Tech Stack
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Capstan Financial Consulting Group is a financial services firm based in Sarasota, FL, dedicated to providing comprehensive financial planning and investment management for both individual and institutional clients. The company emphasizes a team-focused approach, ensuring personalized attention and professional guidance throughout all stages of lif... Read More
