At Prime Capital Financial, we are advisor-led and advisor-governed. That means the people who are closest to our clients, our advisors, are the ones who help drive our firm strategy. Watch this video to learn more.
Advisor Led, Advisor Governed
Strategic decisions for the firm are governed by the following advisor boards:
Investment Advisory Board
This leadership body provides direction and governance for all investment strategies of the firm. Eighty percent of this team are advisors, supported by credentialed investment experts and an investment research team.
Retirement Plan Advisory Board
This team establishes priorities, provides direction and oversees the execution of all strategic priorities for the retirement advisory practice.
Wealth Management Advisory Board
This team establishes priorities, provides direction and oversees the execution of all strategic priorities for the wealth management practice
Marketing Advisory Board
This group provides direct guidance into what Prime Capital Financial advisors need and want from marketing to grow their businesses. They share strategic direction and tactical insights that help to guide enterprise-wide marketing efforts.
Relentlessly Focused on the Client
The best advisors want to serve clients and grow their practices. The reality is that as they experience success, advisors spend less time building and growing and more time “managing.” At Prime Capital Financial, we take the management off advisors’ plates and free them up to build and grow. We offer many advantages, including a large and varied team you can rely on to expand your service offerings.
History of Advisor Leadership + Unrivaled Client Service
Prime Capital Financial was orginally founded in 1985 as an insurance business. Prime Capital Chairman Scott Colangelo and Vice-Chairman Tim Hakes have worked together as advisors for more than 30 years. In 1997, the company entered into the wealth management arena and then added retirement plan consulting in 2004. In 2017, Scott and Tim bought the business from the original founder and divested the insurance business. They hired Prime Capital’s current CEO Glenn Spencer to lead the strategic direction of the firm. Since then, the company has grown rapidly by organic growth, hiring top-tier advisors and teams, adding affiliates, acquisitions and launching new businesses. Their vision has always been to build an advisor-led business laser-focused on delivering unrivaled care for every investor.
300
Professionals
70
Locations
Typical Advisor
Our Advisors
Grant Spencer
Director, M&A and Advisor Recruiting
John Seibolt, MBA
Chief Development Officer
We’d Love to Talk to You
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Accolades & Recognition
