SRS Capital Advisors Employee Directory

Financial ServicesColorado, United States11-50 Employees

SRS Capital Advisors is a privately owned independent Registered Investment Advisor specializing in customized investment platforms and highly sophisticated wealth planning solutions for high net worth families and individuals, businesses, and foundations.

We deliver Integrated Wealth Management by providing two core groups of services designed to preserve and grow wealth:

Asset Management --  
*    Customized and Integrated Portfolio Construction
*    Focus on Tax Aware Investing
*    Utilize our Proprietary Asset Allocation Methodology

Integrated Financial Planning --
*    Insurance and Tax Planning
*    Retirement Planning
*    Liability Management
*    Planning for Business Owners and Executives
*    Family Office Services

For more information, please visit www.srscapitaladvisors.com.

Find SRS Capital Advisors employees' phone numbers or email addresses

SRS Capital Advisors Global Highlights

Location
Employees

North America
19

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  • United States Of America
    19

Asia
5

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  • India
    5

SRS Capital Advisors's Leadership

  • Stylized image of a person
    C. L.
    Owner
    Phone icon
  • Stylized image of a person
    B. F.
    Vice President
    Phone icon
  • Stylized image of a person
    M. R.
    Managing Director Chief Compliance Offic
    Phone icon
  • Stylized image of a person
    P. S.
    Managing Director
    Phone icon
  • Stylized image of a person
    P. C.
    Director Of Client Service
    Phone icon
  • Stylized image of a person
    G. S.
    Portfolio Manager
    Phone icon
  • Stylized image of a person
    T. H.
    Phone icon

SRS Capital Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from SRS Capital Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. L.
    Owner
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    B. F.
    Vice President
    Phone icon
    United StatesPennsylvania
    Oct 21, 2024
  • Stylized image of a person
    M. R.
    Managing Director Chief Compliance Offic
    Phone icon
    UNITED STATES
    Nov 01, 2024
  • Stylized image of a person
    P. S.
    Managing Director
    Phone icon
    United StatesPennsylvania
    Jun 02, 2026
  • Stylized image of a person
    P. C.
    Director Of Client Service
    Phone icon
    United StatesMichigan
    Apr 17, 2026
  • Stylized image of a person
    G. S.
    Portfolio Manager
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    T. H.
    Phone icon
    UNITED STATES
    Mar 17, 2025

Frequently Asked Questions

What is SRS Capital Advisors known for?

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SRS Capital Advisors was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 600 Grant Street Suite 650 Denver, Colorado 80203 United States; you can contact the main corporate office by phone at . Explore SRS Capital Advisors's company overview page for more information.

What is SRS Capital Advisors's most common email format?

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

How many employees does SRS Capital Advisors have currently?

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SRS Capital Advisors has approximately 16 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are SRS Capital Advisors's key employees and leadership?

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As of June 2026, SRS Capital Advisors's key employees include:

  • Owner: C. L.
  • Vice President: B. F.
  • Managing Director Chief Compliance Offic: M. R.
  • Managing Director: P. S.
  • Director Of Client Service: P. C.

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