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Prime Capital Investment Advisors

Finance · Kansas, United States · 380 Employees

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About

Headquarters

6201 College Blvd Ste 150, Overland Park, Kansa...

Phone Number

(913) 491-6226

Revenue

$82.8 Million

Industry

Investment Banking Finance

Highlights

<$5M

Total Funding Amount

<$5M

Most Recent Funding Amount

1

Number of Funding Rounds

Who is Prime Capital Investment Advisors

Prime Capital Investment Advisors provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Capital Wealth Management brand. Through its Qualified Plan Advisors brand, the firm also provides retirement plan advisory services, as well as plan participant education. PCIA currently has 62 locations throughout the United States, with investment advisor representatives serving clients across the nation. Advisory services offered through Prime Capital Investment Advisors, LLC. (PCIA), a Registered Investment Adviser. PCIA doing business as Qualified Plan Advisors (QPA) and Prime Capital Wealth Management (PCWM).Read more

Prime Capital Investment Advisors's Social MediaPopular SearchesPrime Capital Investment Advisors LLCQualified Plan AdvisorsPrime Capital Investment AdvisorsLawing Financial IncLawing FinancialSIC Code 62,628NAICS Code 52,525Show more

Prime Capital Investment Advisors Org Chart

Glenn Spencer

Chief Executive Officer

PhoneEmail
Terra McBride

Chief Marketing Officer

PhoneEmail
Jeff Lahr

President, Greater Region (Kansas City)

PhoneEmail

PhoneEmail

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Prime Capital Investment Advisors Company Metrics

Company Insights
Employee Growth Rate
Funding
Funding DateApr 08, 2020
RoundDebt
Amount<$5M
InvestorsPPP
See More

<$5M

Total Funding Amount

<$5M

Most Recent Funding Amount

1

Number of Funding Rounds

Acquisitions & Subsidiaries

Sep 28, 2015

Financial Network

May 20, 2012

Stonnington Group

Feb 28, 2012

Cornerstone Retirement Group

Oct 08, 2010

20/20 Financial Advisers

Gary Walker, Lawing Financial

See More Acquisitions & Subsidiaries

Prime Capital Investment Advisors Tech Stack

A closer look at the technologies used by Prime Capital Investment Advisors

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Most Recent Scoops

Mar 9 2023
Mergers & Acquisitions (M&A)
Jan 3 2023
Mergers & Acquisitions (M&A)
See more scoops

Prime Capital Investment Advisors News & Media

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Frequently Asked Questions regarding Prime Capital Investment Advisors

Where is Prime Capital Investment Advisors located?
Prime Capital Investment Advisors's headquarters are located at 6201 College Blvd Ste 150, Overland Park, Kansas, 66211, United States
What is Prime Capital Investment Advisors's phone number?
Prime Capital Investment Advisors's phone number is (913) 491-6226
What is Prime Capital Investment Advisors's official website?
Prime Capital Investment Advisors's official website is www.pciawealth.com
What is Prime Capital Investment Advisors's Revenue?
Prime Capital Investment Advisors's revenue is $82.8 Million
What is Prime Capital Investment Advisors's SIC code?
Prime Capital Investment Advisors's SIC: 62,628
What is Prime Capital Investment Advisors's NAICS code?
Prime Capital Investment Advisors's NAICS: 52,525
How many employees does Prime Capital Investment Advisors have?
Prime Capital Investment Advisors has 380 employees
What industry does Prime Capital Investment Advisors belong to?
Prime Capital Investment Advisors is in the industry of: Investment Banking, Finance
What is Prime Capital Investment Advisors competition?
Prime Capital Investment Advisors top competitors include: Signature Estate & Investment Advisors, LLC, Vision Financial, Omni Financial Services, TAG Advisors
What companies has Prime Capital Investment Advisors acquired?
Prime Capital Investment Advisors has acquired the companies: Financial Network, Stonnington Group, Cornerstone Retirement Group, 20/20 Financial Advisers
What technology does Prime Capital Investment Advisors use?
Some of the popular technologies that Prime Capital Investment Advisors uses are: DocuSign, Lucky Orange, WooCommerce, WordPress.org
Who is the CEO of Prime Capital Investment Advisors?
Prime Capital Investment Advisors's CEO is Glenn Spencer
How do I contact Prime Capital Investment Advisors?
Prime Capital Investment Advisors contact info: Phone number: (913) 491-6226 Website: www.pciawealth.com
What does Prime Capital Investment Advisors do?

Prime Capital Investment Advisors provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Capital Wealth Management brand. Through its Qualified Plan Advisors brand, the firm also provides retirement plan advisory services, as well as plan participant e... ducation. PCIA currently has 62 locations throughout the United States, with investment advisor representatives serving clients across the nation. Advisory services offered through Prime Capital Investment Advisors, LLC. (PCIA), a Registered Investment Adviser. PCIA doing business as Qualified Plan Advisors (QPA) and Prime Capital Wealth Management (PCWM).Read More

What are Prime Capital Investment Advisors social media links?
Prime Capital Investment Advisors Linkedin page Prime Capital Investment Advisors Twitter page Prime Capital Investment Advisors Facebook page
How much funding has Prime Capital Investment Advisors raised to date?
Prime Capital Investment Advisors has raised <$5 Million in 1 funding round
When was the last funding round for Prime Capital Investment Advisors?
Prime Capital Investment Advisors closed its last funding round on Apr 08, 2020 with the amount of <$5 Million
Is Prime Capital Investment Advisors a public company?
Prime Capital Investment Advisors is private company therefore does not currently have an official ticker symbol
See more information about Prime Capital Investment Advisors

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