Summary
Capstone Financial Partners
Founded in 2008
Description
Capstone Financial Partners offers comprehensive wealth management services to help individuals and families effectively manage their financial lives. They provide a range of solutions, including financial planning for retirement, investment management...
Strengths
- Revenue generated per employee is greater than industry average
- Revenue growth is more steady than the industry average
- Since Capstone Financial Partners was founded, the company has grown faster than the industry average
Weaknesses
- Capstone Financial Partners has a very small market share in their industry
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
Annual Revenue
Capstone Financial Partners's annual revenue
$1077000
Based on Kona Equity data
-
Revenue per employee
$179500
-
Variance of revenue growth
0.15
-
Annual revenue growth since founding
$67312
-
Revenue growth rate from first known quarter to current
-87.8%
Employee Count
6 employees
-
Employee growth rate from first known quarter to current
-88.6%
Executives
Marcel Morin
Manager, Wealth
m**@capstoneaccess.comLaura Devaney
Financial Services Assistant
l**@capstoneaccess.comRobert Allen
Partner
r**@capstoneaccess.comJames Holland
Financial Service Representative
j**@capstoneaccess.comHelen Scherrer
Marketing Coordinator
h**@capstoneaccess.comLeah Sparks
Administrative Assistant
l**@capstoneaccess.comDouglas Guilford
Incoming Investment Research Summer Analyst
d**@capstoneaccess.comHieu Nguyen
Financial Advisor
h**@capstoneaccess.comMark Haycock
Financial Services Representative
m**@capstoneaccess.comAnn Richardson
Personal Assistant
a**@capstoneaccess.comPeyton Morin
Client Service Representative
p**@capstoneaccess.comTyler Donsky
Investment Research Intern
t**@capstoneaccess.comG Score - 3
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G2 Income per employee more than industry average.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
Location
Unlock unlimited leads
Similar Companies
DMJ Wealth Advisors
dmjwa.com- Founded in 2000
- Location: Greensboro, NC
- Annual Revenue: $485.0K
- Employees: 5
- DMJ Wealth Advisors is a financial planning firm that provides holistic financial planning and investment guidance for successful businesses and families. They offer services for wealth generation and management, including financial plan development, i...
Vinson Financial Group
vinsonfinancialgroup.com- Founded in 2001
- Location: Spring, TX
- Annual Revenue: $5.6M
- Employees: 6
- Vinson Financial is a company dedicated to helping clients design and implement successful financial strategies to reach their retirement goals. They believe that everyone deserves to live the retirement of their dreams and offer guidance and support a...
Legacy Investment Planning
investlegacy.com- Founded in 2017
- Location: Franklin, TN
- Annual Revenue: $1.3M
- Employees: 6
- Legacy exists to improve lives through creative financial strategies. We are an independent firm that offers financial planning and investment services to individuals, families, and business owners. We are passionate about serving our clients and we ar...
Life Values Financial
lifevf.com- Location: Crofton, MD
- Annual Revenue: $1.1M
- Employees: 3
- Life Values Financial is a financial services firm located in Crofton, MD. They are committed to aligning their services with their clients' values. They offer financial planning and wealth management from a Catholic perspective. Their services include...
RCN Wealth Management
rcnwealthmanagement.com- Location: Montvale, NJ
- Annual Revenue: $1.1M
- Employees: 6
- RCN Wealth Management LLC is a financial planning firm located in Hilton Head, SC. Led by Ronald R Niclas, CFP, CWS, EA, MBA, the company specializes in helping individuals and families plan for their financial future. With a focus on comprehensive w...
Intentional Wealth Solutions
intentionalwealthsolutions.com- Founded in 2019
- Location: Phoenix, AZ
- Annual Revenue: $1.4M
- Employees: 7
- Intentional Wealth Solutions is a financial services company located in Phoenix, AZ. Our experienced team is dedicated to providing ongoing guidance and simplifying the complex world of investing. We offer solutions to help clients plan for important l...
Key Information
- Name: Capstone Financial Partners
- Category: Investment management
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52
See similar companies
-
By City Glen Allen Small Financial Planner in Glen Allen Mid-size Financial Planner in Glen Allen Investment management in Glen Allen Small Investment management in Glen Allen Mid-size Investment management in Glen Allen
-
By State VA Small companies in VA Investment management in VA Small Investment management in VA Mid-size Investment management in VA Small Financial Planner in VA Mid-size Financial Planner in VA
-
By Category Investment management Small Investment management Mid-size Investment management
-
By Industry Financial Planner Small Financial Planner Mid-size Financial Planner Investment management and Financial Planner
-
Firmographic data G Score of 3 Founded in 2008 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Capstone Financial Partners's headquarters are located at 4470 Cox Rd., Ste. 150 109 Glen Allen, VA 23060.
Capstone Financial Partners's official website is capstoneaccess.com
Capstone Financial Partners's annual revenue is $1.1 M.
Capstone Financial Partners's SIC: 62
Capstone Financial Partners's NAICS: 523; 52.
Capstone Financial Partners has 6 employees
Capstone Financial Partners is in the industry of Investment management.
