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Capstan Financial Consulting Group

Capstan Financial Consulting Group

Financial ServicesFlag of US238 S WASHINGTON BLVD, Sarasota, United States21-50 Employees

Company overview

Headquarters238 S WASHINGTON BLVD, Sarasota, Florida 34236, US
Phone number+18005158176
Websites
NAICS52
SIC628
Founded2010
Employees21-50
Socials

Key Contacts at Capstan Financial Consulting Group

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Nick Feather

Senior Partner, Co-Founder, Institutional Plan Fiduciary Consultant, Financial Consultant

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William Nickles

Partner, Co- Founder, Financial Consultant

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Bill Marsh

Co-Founder & Managing Principal

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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.

FormatExamplePercentage
{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

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Capstan Financial Consulting Group revenue & valuation

Annual revenue$2,053,320
Revenue per employee$86,000
Estimated valuation?$6,600,000
Total fundingNo funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry
Vice President
Founder/Owner

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

Capstan Financial Consulting Group is located in 238 S WASHINGTON BLVD, Sarasota, US.
You can reach Capstan Financial Consulting Group at +18005158176.
Capstan Financial Consulting Group was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.
Capstan Financial Consulting Group has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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