Capital Directions, LLC Employee Directory

Financial ServicesGeorgia, United States11-50 Employees

Capital Directions is one of Atlanta's largest wealth management firms and we focus on providing financial leadership to successful professionals and their families. In addition, we provide coaching and third-party asset management services to 20 CPA and RIA firms around the Southeast.

We have been recognized by Schwab Institutional as one of the fastest growing firms and best managed firms over the past 10 years.

Our purpose is to lead our clients to the achievement of their goals while growing firm profitability to create opportunities for all team members. 
Our core operating principles are:
We always put the client's interest ahead of our own.
We value profitability over growth
We respect and recognize each team member's contribution

Find Capital Directions, LLC employees' phone numbers or email addresses

Capital Directions, LLC Global Highlights

Location
Employees

North America
30

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  • United States Of America
    30

Capital Directions, LLC's Leadership

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    R. S.
    Chief Finance Officer
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    M. R.
    Vice President Of Product
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    P. N.
    President
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    G. M.
    President
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    K. P.
    Managing Director
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    M. F.
    Director Of Operations
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    D. S.
    Client Services Manager
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    C. C.
    Principal, Wealth Manager
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Contact profiles from Capital Directions, LLC

Name
Title
Contact Info
Location
Last Update
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    J. P.
    Wealth Advisor
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    United StatesNorth Carolina
    Sep 08, 2025
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    D. T.
    Client Service Associate
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    United StatesGeorgia
    Oct 20, 2025
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    B. S.
    Administrative Assistant
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    UNITED STATES
    Oct 21, 2024
  • Stylized image of a person
    G. M.
    Client Service Assistant
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    United StatesVirginia
    Aug 01, 2025
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    P. C.
    Retirement Plan Specialist
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    Jul 30, 2024
  • Stylized image of a person
    R. O.
    Wealth Advisor
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    UNITED STATES
    May 24, 2023
  • Stylized image of a person
    E. M.
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    J. B.
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    K. H.
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    T. G.
    Phone icon
    UNITED STATES
    Jun 27, 2025

Frequently Asked Questions

What is Capital Directions, LLC known for?

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Capital Directions, LLC was founded in 1985 operates in the Financial Services industry. The company's main headquarters is located in 400 Northridge Road, Suite 350; you can contact the main corporate office by phone at . Explore Capital Directions, LLC's company overview page for more information.

What is Capital Directions, LLC's most common email format?

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Capital Directions, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Capital Directions, LLC email formats with LeadIQ.

How many employees does Capital Directions, LLC have currently?

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Capital Directions, LLC has approximately 22 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Capital Directions, LLC's key employees and leadership?

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As of December 2025, Capital Directions, LLC's key employees include:

  • Chief Finance Officer: R. S.
  • Vice President Of Product: M. R.
  • President: P. N.
  • President: G. M.
  • Managing Director: K. P.

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