Prime Capital Financial

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Total assets under management

$30,111,066,570

Total clients

17,986

22% high-net worth

Total advisors

245

of 430 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

Average account size

$1,674,139

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

Prime Capital Financial

6201 College Blvd., Suite #150

Overland Park KS 66211, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website (800) 493-6226

Advisors at this firm

Bryan S

ChFC®, Series 63

Wayzata, MN

Prime Capital Financial

Conor K

CFP®, Series 66

Overland Park, KS

Prime Capital Financial

Keller J

Series 63, Series 65

Overland Park, KS

Prime Capital Financial

Emory L

CFP®, Series 65

Watkinsville, GA

Prime Capital Financial

Sean T

Series 63, Series 65

Charleston, SC

Prime Capital Financial

John S

Series 65

Overland Park, KS

Prime Capital Financial

Tucker P

Series 65

Columbus, IN

Prime Capital Financial

Alexander M

Series 65

Houston, TX

Prime Capital Financial

Mary L

Series 63, Series 65

Overland Park, KS

Prime Capital Financial

Andrew S

Series 63, Series 66

Los Angeles, CA

Prime Capital Financial

Neill Y

Series 65

Asheville, NC

Prime Capital Financial

Tina L

Series 63, Series 66

Fayetteville, AR

Prime Capital Financial

Mark U

CFP®, Series 63

Bethesda, MD

Prime Capital Financial

Christopher K

CFP®, Series 63

Duluth, GA

Prime Capital Financial

Bruce B

Series 63

Franklin, TN

Prime Capital Financial

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