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From Then to Now

Prime Capital Financial did not rise overnight to become one of the nation’s top RIAs.1 Our success is built on the strength of the brands that came before us.

Each brand left a lasting imprint on the clients we serve and the financial services industry at large. These groups shaped the way we think about wealth, retirement, and legacy. They carried forward a relentless drive to innovate, educate, and empower.

Today, as all of these brands unite under Prime Capital Financial, we celebrate the legacy of trust, leadership, and growth that has forged our foundation. Their impact has paved the way for our continued evolution, giving us the scale, strength, and vision to transform financial futures for generations to come.

This a story of progress, of bold ambition, and of a unified team ready to stand at the forefront of our industry.

2025
Crossvault Capital Management
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When Crossvault Capital Management was founded in 2000, the firm set out to build a business rooted in enduring strength, simplicity, and commitment to both clients and employees. Inspired by classical architecture, the name Crossvault reflects the intersection of two barrel vaults—an element chosen for its timeless design and structural integrity. Crossvault Capital Management joined the Prime Capital Financial family on July 1, 2022, bringing its long-standing philosophy into a broader platform while preserving the values it was built on.

2025
Pier Financial Advisors
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Pier Financial Advisors was founded in July of 2019 by Rik Ditter, the vision was to create a boutique wealth management firm centered on a highly personalized, planning-first experience. Built around the P.I.E.R. philosophy—Plan, Invest, Evolve, Retire—the firm guided clients through each stage of their financial journey using a thoughtful, lifecycle-based approach. Pier Financial Advisors initially operated as an independent practice within the Prime Capital Financial network before formally integrating into the firm in March 2022, with the Pier brand continuing until it was sunset at the end of 2025.

2025
Giesting Financial
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When Giesting Financial was founded in 2002 by Mark and Denise Giesting, the goal was simple: help individuals and families in their community navigate their financial lives with confidence. What began as an investment-focused practice has grown into a comprehensive financial planning firm, partnering closely with clients to address nearly every aspect of their financial journey. Giesting Financial joined the Prime Capital Financial family in 2018, expanding its resources while maintaining the personal, community-first approach it was built on.

2025
SineCera Capital
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When SineCera Capital opened its doors in June of 2019, there was one clear objective. Create an environment where high net worth individuals and families could find an independent advocate to stand between them and the droves of salespeople in the financial industry. The founder, Kevin Kaylakie, has spent the last 15 years of his career working with high net worth individuals and families. SineCera Capital joined the firm as Prime Capital Family Office in 2025.

2024
Prime Capital Financial
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Prime Capital Financial is the new name of the former Prime Capital Investment Advisors. This new brand encompasses Prime Capital Retirement, formerly Qualified Plan Advisors, and Prime Capital Wellness, formerly Financial Fitness For Life. Prime Capital Financial reflects the firm’s work across financial planning, managed account services, tax planning, estate planning, risk management and other financial services.

2023
Stonnington Group
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Nick Stonnington founded Stonnington Group in 2004 to better support investment advisory clients by aligning interests with them as a fiduciary, providing financial advice to achieve client investment and financial planning goals. Nicholas Stonnington, Jr. joined the firm in 2019. Together they decided to join Prime Capital Financial so their clients would benefit from a growing organization with deep resources. Stonnington Group joined Prime Capital Investment Advisors in 2023.

2021
Financial Network Limited
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Founded by Mike Del Re Jr. after having been in the industry since 1971, FNL began as a life and health insurance-focused agency. Michael Del Re III joined the firm in 1994 and began to grow the employee benefits practice (401k and health insurance) eventually growing the firm from 3 to 10 employees.  Over the years, the insurance focus waned and the firm embraced fiduciary status and fee-based (rather than commission driven) 401k plan engagements and asset management for individuals and families. Financial Network Limited joined Prime Capital Investment Advisors in 2021.

2018
Financial Fitness For Life
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Financial Fitness for Life was an award-winning financial wellness solution that couples personalized financial coaching with best-in-class technology (Financial Independence Technology) to improve employees’ personal financial wellbeing. This combined approach leveraged the scalability of an online technology with the proven efficacy of in-person coaching. Financial Fitness for Life became Prime Capital Wellness in 2024.

2017
Prime Capital Investment Advisors
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Prime Capital Investment Advisors (PCIA) began its journey in 1985 with the establishment of a predecessor business,  Lawing Financial, followed by the creation of its wealth management arm in 1997. The company officially rebranded as Prime Capital Investment Advisors in 2017 and has since experienced significant growth through strategic acquisitions and the launch of new initiatives, transitioning to advisor ownership in 2021. PCIA became Prime Capital Financial in 2024.

2012
Hagan Newkirk
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The Hagan Agency was originally formed in the late 70’s by Calvin Hagan who primarily focused on Life Insurance and began consulting businesses on a variety of insurance needs.
His son Merlin Hagan joined him after college to build the investment and financial planning services. Calvin’s son-in-law, Chris Newkirk, joined the firm in the early 90’s to help build the insurance business as they began to have great growth in working for businesses providing employee benefit programs. With that, they also began to consult on qualified retirement plans. That is when the brand name changed to Hagan Newkirk. Hagan Newkirk joined Lawing Financial in January of 2012. In April of 2019 several advisors bought the business from Hagan Newkirk and began to transition the brand to Prime Capital Investment Advisors that fall.

Accolades & Recognition

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