Prime Capital Investment Advisors, LLC is a privately owned family office established in 1985 and headquartered in Overland Park, Kansas, with additional locations across the United States. The firm specializes in providing comprehensive asset management and financial planning services to individuals, high-net-worth clients, pooled investment vehicles, pension and profit-sharing plans, and corporations. Its offerings include wealth management, retirement plan advisory services, and educational support for plan participants. Employing a blend of fundamental, technical, and cyclical analysis, the firm constructs its investment portfolios through both top-down and bottom-up approaches. Prime Capital Investment Advisors operates as a subsidiary of CHHSZ Holdings, LLC, ensuring a balanced revenue contribution across its various advisory capabilities.
Sugarloaf Wealth Management is made up of financial professionals who can help clients with everything from retirement and estate planning to investment services and tax planning. They offer personalized services for each client realizing that each client brings a unique set of circumstances and experiences to the table. They strive to achieve planning success by providing creative solutions based on each client’s needs.
Cornerstone Retirement Group
Acquisition in 2023
Cornerstone Retirement Group offers wealth management, investment, insurance, tax, estate, and financial planning services.
Stonnington Group
Acquisition in 2023
Stonnington Group is an investment advisory and brokerage firm based in Woodland Hills, California. The company specializes in providing personalized wealth management services, including retirement plan consulting and asset management. In addition to these services, Stonnington Group also offers investment banking solutions, aiming to cater to the diverse financial needs of its clients. With a focus on tailored strategies, the firm seeks to help individuals and businesses achieve their financial goals through informed investment decisions.
Liberty Wealth Advisors
Acquisition in 2022
Liberty Wealth Advisors is a full-service wealth management firm catering to high-net-worth individuals, families, trusts, and non-profit organizations across the United States. The firm specializes in creating comprehensive and personalized financial plans that address the unique needs and goals of its clients. Its range of services includes wealth planning, investment management, retirement planning, college savings strategies, business succession planning, and insurance planning. By focusing on long-term financial objectives, Liberty Wealth Advisors aims to guide clients in achieving financial security and success.
Sphere Wealth Management
Acquisition in 2021
Sphere Wealth Management is a boutique financial planning and investment management firm that focuses on enhancing transparency in the wealth management industry. The firm offers a range of services, including wealth management and retirement planning, with an emphasis on aligning the advisor's interests with those of the client. Sphere Wealth Management manages portfolios that include individual equities, fixed income instruments, exchange-traded funds, closed-end funds, mutual funds, and cash. Their primary objective is to create diversified portfolios tailored to the specific investment goals of clients, enabling them to make tax-efficient and goal-oriented investments.
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