What departments does Capital Strategies Group, Inc. have?

Capital Strategies Group, Inc. has employees across 2 departments including Business Development, Administrative.

What is the largest department at Capital Strategies Group, Inc.?

The largest department at Capital Strategies Group, Inc. is Business Development with 2 employees.

Where are Capital Strategies Group, Inc. employees located globally?

Capital Strategies Group, Inc. has employees across 2 continents and 2 countries including Pakistan, United States Of America.

How has Capital Strategies Group, Inc.'s team size changed over time?

Capital Strategies Group, Inc.'s team has decreased from approximately 39 to 11 employees based on available data.

Capital Strategies Group, Inc. Employee Directory

InsuranceAlabama, United States11-50 Employees

Capital Strategies Group, Inc. operates in the insurance sector with a focus on wealth preservation for ultra-high-net-worth families and their companies. The firm develops and analyzes data to guide proprietary life insurance planning and uses tax-efficient strategies to minimize income and estate taxes. Founded in 1989, it emphasizes optimizing wealth transfer and building enduring client relationships.

The firm is based in Birmingham, Alabama, and operates as a small- to mid-sized company. Securities and investment advisory services are offered through M Holdings Securities, Inc., with Capital Strategies Group independently owned and operated. In 2022, the firm announced a partnership with Goldstein Financial Group, LLC to expand its reach.

Capital Strategies Group, Inc. Global Highlights

North America
48

United States Of America
48

Asia
8

Pakistan
8

Capital Strategies Group, Inc.'s Leadership

K. A.
Vice President - Investments
Mobile Phone
Email
A. K.
President
Mobile Phone
Email
A. M.
Owner
Mobile Phone
Email
C. G. W.
Owner
Mobile Phone
Email
D. D.
Director - Midsouth Region
Mobile Phone
Email
D. G.
Director New Media Business Development
Mobile Phone
Email
P. S.
Director, Business Development
Mobile Phone
Email
S. Y.
Office Manager
Mobile Phone
Email

Capital Strategies Group, Inc. Employee Metrics

100%

50%

0%

2026

2025

Business
Community & Social Services
Administrative
Business Development
Accounting
Other
Legal
Program & Project Management
Consultant

Contact profiles from Capital Strategies Group, Inc.

Name

Title

Contact Info

Location

Last Update

A. M.
Owner
Mobile Phone
Email
United StatesArizona
Apr 16, 2026
A. K.
President
Mobile Phone
Email
Oct 16, 2024
C. G. W.
Owner
Mobile Phone
Email
United StatesArizona
Mar 25, 2024
K. A.
Vice President - Investments
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
D. D.
Director - Midsouth Region
Mobile Phone
Email
United States
Apr 09, 2026
D. G.
Director New Media Business Development
Mobile Phone
Email
Oct 22, 2024
P. S.
Director, Business Development
Mobile Phone
Email
UNITED STATES
May 05, 2026
S. Y.
Office Manager
Mobile Phone
Email
Pakistan
May 29, 2026
U. H.
Office Manager
Mobile Phone
Email
Pakistan
May 31, 2026
A. M.
Area Manager
Mobile Phone
Email
Pakistan
May 30, 2026

Frequently Asked Questions

What is Capital Strategies Group, Inc. known for?

Capital Strategies Group, Inc. was founded in 1989 operates in the Insurance industry. The company's main headquarters is located in 850 Shades Creek Parkway Suite #300 Birmingham, Alabama 35209 United States; you can contact the main corporate office by phone at

+1-205-263-****

. Explore Capital Strategies Group, Inc.'s company overview page for more information.

What is Capital Strategies Group, Inc.'s most common email format?

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

How many employees does Capital Strategies Group, Inc. have currently?

Capital Strategies Group, Inc. has approximately 35 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Capital Strategies Group, Inc.'s key employees and leadership?

As of June 2026, Capital Strategies Group, Inc.'s key employees include:

Vice President - Investments: K. A.
President: A. K.
Owner: A. M.
Owner: C. G. W.
Director - Midsouth Region: D. D.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Capital Strategies Group, Inc. Employee Directory

Find Capital Strategies Group, Inc. employees' phone numbers or email addresses

Name search is limited — try advanced search instead