Prime Capital Investment Advisors

Prime Capital Investment Advisors, LLC is a privately owned family office based in Overland Park, Kansas, with multiple locations across the United States. Established in 1985, the firm specializes in providing financial services primarily to individuals, including high net worth clients, pooled investment vehicles, pension plans, and corporations. It offers comprehensive financial planning services such as fee-based asset management, wealth management, retirement plan advisory, and education for plan participants. The firm invests in public equity and fixed income markets, employing a blend of fundamental, technical, and cyclical analysis, utilizing both top-down and bottom-up strategies to construct its portfolios. Operating as a subsidiary of CHHSZ Holdings, LLC, Prime Capital Investment Advisors is dedicated to helping clients efficiently manage their finances and meet their financial goals.

1 past transactions

Sphere Wealth Management

Acquisition in 2021
Sphere Wealth Management is a boutique financial planning and investment management firm.
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