Prime Capital Investment Advisors

Prime Capital Investment Advisors, LLC is a privately owned family office. The firm primarily provides its services to individuals. It also caters to high net worth individuals, Pooled investment vehicles, Pension and profit sharing plans and Corporations or other businesses. It invests in the public equity and fixed income markets. The firm employs a combination of fundamental, technical, Charting and cyclical analysis with top-down and bottom-up approach to create its portfolios. Prime Capital Investment Advisors, LLC was founded in 1985 and is based in Overland Park, Kansas with locations in Batesville, Indiana; Boerne, Texas; Clayton, North Carolina; Columbus, Indiana; Dallas, Texas; Denver, Colorado; Fayetteville, Arkansas; Franklin, Tennessee; Hiawatha, Iowa; Houston, Texas; Little Rock, Arkansas; Marlton, New Jersey; Omaha, Nebraska; Richmond, Virginia; Scottsdale, Arizona; Springfield, Missouri; Tampa, Florida; Wayzata, Minnesota and Wichita, Kansas. Prime Capital Investment Advisors, LLC operates as a subsidiary of CHHSZ Holdings, LLC.

Andrew Beil

Director of Financial Planning

Chris Bouffard

MD of Wealth Management

Barry Buchholz

MD of Cedar Rapids Market

Sean Clancy

MD of the Denver Market

Terry A Conner

MD

Tricia Cooper

Director of Human Resources

Jonnathan Davis

Managing Partner of Little Rock

Brian Dillbeck

Chief Financial & Operations Officer

Bentley Ford

MD of Dallas Market

Angele Fox

Director of Marketing and Client Experience

Tim Hakes

Co-Founder & President

Joe Hildebrand

Executive Director

Jim Hirst

MD of Carolina Operations

Keller Johnson

MD

Lisa D. Jones

MD of Springfield Market

Scott Liggett

Director of ERISA Oversight

Brennan McCutchen

Managing Partner of Little Rock

Andrew Merchant

MD of Wichita Market

Rich Murray

MD of Carolina Operations

Matt Nelson

MD of San Antonio Market

Josh Null

MD of Gulf Coast Market

Tyler Olson

MD of Florida Operations

Bryan Schuenemann

MD of Minneapolis Market

Eric Shoenfeld

MD of Virginia Market

Will Steih

MD of Nashville Market

Michael Stolberg

Director of Trading

Darren Watson

Director of Investment Advisory Committee

Gerber CFP, CRPS, AWMA, Jason

Managing Partner of Little Rock

Past deals in Arkansas

Sphere Wealth Management

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