Capital Financial Strategies Revenue

Financial Services • 10199 Southside Blvd, Building One Ste 200, United States • 11-20 Employees

Capital Financial Strategies revenue & valuation

Annual revenue	$1,454,435
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$4,700,000
Total funding	No funding

Key Contact at Capital Financial Strategies

Ken Forrester

Founder, Ceo, Managing Partner

Company overview

Headquarters	10199 Southside Blvd, Building One Ste 200, Jacksonville, Florida 32256, US
Phone number	+19046267995
Website	capfinstrategies.com
NAICS	52
SIC	628
Keywords	Wealth Management, Retirement Planning, Long Term Care, Estate Planning, Mutual Funds, Estates & Trusts, College Funding, Insurance Protection, Charitable Giving, Investment Strategies, Brokerage Accounts, Stocks & Bonds
Employees	11-20
Socials

Capital Financial Strategies Email Formats

Capital Financial Strategies uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@capfinstrategies.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@capfinstrategies.com	66.7%
{first name}{last name}	johndoe@capfinstrategies.com	33.3%

About Capital Financial Strategies

We are a full-service financial firm serving North Florida and South Georgia and we serve our clients with a commitment to provide a positive client experience. As an independent firm, you benefit from working with an independently owned and operated firm with strong community ties and local relationships, while having access to the resources typical of much larger firms. This is because we are aligned with Cetera Wealth Services, LLC., a strong financial services firm with a long successful history in the financial services industry. Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC, a broker/dealer. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Capital Financial Strategies has 7 employees across 4 departments.

Departments

Number of employees

Funding Data

Capital Financial Strategies has never raised funding before.

Capital Financial Strategies Tech Stack

Discover the technologies and tools that power Capital Financial Strategies's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

Google Maps

Maps

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Userback

Issue trackers

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Datadog

Analytics

Google Analytics

Analytics

Frequently asked questions

Capital Financial Strategies is located in 10199 Southside Blvd, Building One Ste 200, US.

You can reach Capital Financial Strategies at +19046267995.

Capital Financial Strategies generates an estimated annual revenue of $1,454,435. This revenue figure reflects the company's market position and business performance in its industry.

Capital Financial Strategies has an estimated valuation of $4,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Capital Financial Strategies has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Capital Financial Strategies

Ken Forrester

Founder, Ceo, Managing Partner

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