Capital Financial Advisory Group
Financial Services • 
Apex, North Carolina, United States • 11-20 Employees
Company overview
| Headquarters | 1500 Town Side Dr, Ste 201, Apex, NC 27502, US |
| Phone number | +18544448083 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Annuities, Retirement Planning, Insurance, Financial Planning, Estate Planning, Client Education, Tax Planning & Minimization |
| Founded | 1992 |
| Employees | 11-20 |
| Socials |
Key Contacts at Capital Financial Advisory Group
Peter -Coach Pete D'Arruda
Owner
Daniela Mercado
Director Of Client Relations
Capital Financial Advisory Group Email Formats
Capital Financial Advisory Group uses 3 email formats. The most common is {first name} (e.g., john@capitalfinancialusa.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@capitalfinancialusa.com | 66.7% |
{first initial} | j@capitalfinancialusa.com | 20% |
{first3} | {first3}@capitalfinancialusa.com | 13.3% |
About Capital Financial Advisory Group
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
Capital Financial Advisory Group revenue & valuation
| Annual revenue | $2,917,665 |
| Revenue per employee | $225,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $9,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Capital Financial Advisory Group has 7 employees across 3 departments.
Departments
Number of employees
Funding Data
Capital Financial Advisory Group has never raised funding before.
Capital Financial Advisory Group Tech Stack
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Frequently asked questions
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