


Capstan Financial Consulting Group
Financial Services • 238 S WASHINGTON BLVD, Sarasota, United States • 21-50 Employees
Company overview
| Headquarters | 238 S WASHINGTON BLVD, Sarasota, Florida 34236, US |
| Phone number | +18005158176 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2010 |
| Employees | 21-50 |
| Socials |
Key Contacts at Capstan Financial Consulting Group
Nick Feather
Senior Partner, Co-Founder, Institutional Plan Fiduciary Consultant, Financial Consultant
William Nickles
Partner, Co- Founder, Financial Consultant
Bill Marsh
Co-Founder & Managing Principal
Benjamin Hatcher
Director Of Client Development, Partner
Capstan Financial Consulting Group Email Formats
Capstan Financial Consulting Group uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@capstanfcg.com), used 95.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@capstanfcg.com | 95.2% |
{first name}{last name} | johndoe@capstanfcg.com | 4.8% |
About Capstan Financial Consulting Group
Our practice was founded to provide comprehensive financial services and the highest degree of personal attention to individual and institutional clients by using a team-focused approach to ensure professional guidance, preparation, responsiveness through all stages of life and regardless of market conditions. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells Fargo Advisors. This information is intended for use by residents of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV only. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Capstan Financial Consulting Group revenue & valuation
| Annual revenue | $2,053,320 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Capstan Financial Consulting Group has 15 employees across 5 departments.
Departments
Number of employees
Funding Data
Capstan Financial Consulting Group has never raised funding before.
Frequently asked questions
4.8
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