CAP STRAT (Now part of SageView Advisory Group)
Financial Services • 
Oakbrook Terrace, Illinois, United States • 1-10 Employees
Company overview
| Headquarters | One Parkview Plaza, Suite 620, Oakbrook Terrace, Illinois 60181, US |
| Phone number | +16303205100 |
| Websites | |
| NAICS | 52 |
| Keywords | Investment Planning, 401K, Employee Engagement, Wealth Management, Asset Management, Investment Advisory, Private Wealth, Governance Support, Provider Management, Retirement Consulting, Fiduciary Investment Advisory, Pension Portfolio Management |
| Founded | 2003 |
| Employees | 1-10 |
| Socials |
Key Contact at CAP STRAT (Now part of SageView Advisory Group)
Neil Davies
Principal, Director Of Private Wealth
CAP STRAT (Now part of SageView Advisory Group) Email Formats
CAP STRAT (Now part of SageView Advisory Group) uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@capstratig.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@capstratig.com | 50% |
{first name}{last name} | johndoe@capstratig.com | 50% |
About CAP STRAT (Now part of SageView Advisory Group)
SageView Advisory Group is an independent SEC Registered Investment Advisor (RIA) that advises its clients on over $235 billion in assets, representing more than 1,900 institutions and over 5,000 households. Organizations and retirement plan sponsors across the country trust us to provide investment oversight, comprehensive plan sponsor support, compliance consulting, and financial wellness solutions that drive change. Since 1989, our experienced team of wealth management specialists has navigated diverse economic and market conditions, providing expertise, guidance and support to a wide range of clients, including individual investors, executives, professionals, business owners, and multi-generational families.
CAP STRAT (Now part of SageView Advisory Group) revenue & valuation
| Annual revenue | $16,200,000 |
| Revenue per employee | $1,793,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $51,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
CAP STRAT (Now part of SageView Advisory Group) has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
CAP STRAT (Now part of SageView Advisory Group) has never raised funding before.
Germany
Switzerland
Spain
Canada
Frequently asked questions
4.8
40,000 users
