Capital Financial Advisory Group Employee Directory

Q: What is Capital Financial Advisory Group known for?

Capital Financial Advisory Group was founded in 1992. Capital Financial Advisory Group operates in the Financial Services industry.

Financial ServicesUnited States11-50 Employees

Capital Financial Advisory Group provides a structured system of wealth management through investment, financial, retirement, estate and tax planning customized to the individual financial needs of our clients Headquartered in Apex, North Carolina with satellite offices in Greenville, NC and Raleigh, NC, we specialize in helping pre-retirees and retirees from their 50’s to early 80’s remain financially secure in any economy. We are a privately owned company who understands that each client has unique needs. We pride ourselves in the ability to present our clients with the very best financial services available.

We believe in educating our clients, to help guide them through the many complexities of today’s financial environment. Our management team of industry experts has gathered extensive knowledge from decades of experience helping clients maximize and preserve their wealth. We help bring peace of mind to our client’s future financial decisions. 

Experience – Fiduciary – Customized Planning – Independently Owned

Find Capital Financial Advisory Group employees' phone numbers or email addresses

Capital Financial Advisory Group Global Highlights

North America
20

United States Of America
20

Asia
1

India
1

Capital Financial Advisory Group's Leadership

P. -. P. D.
Owner
Mobile Phone
Email
D. M.
Director Of Client Relations
Mobile Phone
Email
J. W.
Director Of Radio Relations
Mobile Phone
Email
K. B.
Director Of Client Relations
Mobile Phone
Email
M. S.
Investment Advisor Representative
Mobile Phone
Email
P. H.
Investment Advisor Representative
Mobile Phone
Email
A. R.
Financial Strategist
Mobile Phone
Email
G. B.
Retirement And Income Strategist
Mobile Phone
Email

Contact profiles from Capital Financial Advisory Group

Name

Title

Contact Info

Location

Last Update

P. -. P. D.
Owner
Mobile Phone
Email
United StatesNorth Carolina
Oct 23, 2025
D. M.
Director Of Client Relations
Mobile Phone
Email
United StatesNorth Carolina
Oct 19, 2025
J. W.
Director Of Radio Relations
Mobile Phone
Email
United StatesNorth Carolina
Oct 16, 2024
K. B.
Director Of Client Relations
Mobile Phone
Email
Jun 06, 2025
M. S.
Investment Advisor Representative
Mobile Phone
Email
Nov 11, 2025
P. H.
Investment Advisor Representative
Mobile Phone
Email
United StatesNorth Carolina
Oct 17, 2025
A. R.
Financial Strategist
Mobile Phone
Email
United StatesNorth Carolina
Oct 19, 2025
G. B.
Retirement And Income Strategist
Mobile Phone
Email
United StatesNorth Carolina
Nov 19, 2025
O. H.
Client Liaison
Mobile Phone
Email
United StatesNorth Carolina
Oct 18, 2025
C. A.
Retirement And Wealth Analyst
Mobile Phone
Email
United StatesFlorida
Aug 04, 2025

Frequently Asked Questions

What is Capital Financial Advisory Group known for?

Capital Financial Advisory Group was founded in 1992 operates in the Financial Services industry. The company's main headquarters is located in 1500 Town Side Dr, Ste 201 Apex, NC 27502, US. Explore Capital Financial Advisory Group's company overview page for more information.

What is Capital Financial Advisory Group's most common email format?

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

How many employees does Capital Financial Advisory Group have currently?

Capital Financial Advisory Group has approximately 14 employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

Who are Capital Financial Advisory Group's key employees and leadership?

As of December 2025, Capital Financial Advisory Group's key employees include:

Owner: P. -. P. D.
Director Of Client Relations: D. M.
Director Of Radio Relations: J. W.
Director Of Client Relations: K. B.
Investment Advisor Representative: M. S.

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