Wealth Manager
    SEC Registered
    Manages Private Funds

    Prime Capital Financial

    Registered investment advisor · Overland Park, Kansas · CRD #288712

    Assets Under Management
    $39.1B
    Client Accounts
    55,376
    Employees
    446
    CRD Number
    288712
    Registration
    SEC Registered
    Custodian
    Fidelity Management Trust Company

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Prime Capital Financial

    Prime Capital Financial, established in 2017, offers wealth management, retirement planning, and financial advisory services. The firm manages billions in client assets and provides asset management, financial planning, and investment funds. It focuses on meeting the unique needs of clients from individuals to corporations.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Prime Capital Financial

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Prime Capital Financial's AUM?

    Prime Capital Financial reports approximately $39.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Prime Capital Financial headquartered?

    Prime Capital Financial is headquartered in Overland Park, Kansas.

    What is Prime Capital Financial's CRD number?

    Prime Capital Financial's CRD number is 288712. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Prime Capital Financial manage?

    Prime Capital Financial manages approximately 55,376 client accounts according to its latest SEC filing.

    Is Prime Capital Financial SEC registered?

    Yes, Prime Capital Financial is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Kansas

    Creative Planning
    Overland Park, KS · $295.6B AUM
    Onedigital
    Overland Park, KS · $155.4B AUM
    Mariner
    Overland Park, KS · $125.4B AUM
    Ae Wealth Management, LLC
    Topeka, KS · $49.8B AUM
    Palmer Square Capital Management LLC
    Mission Woods, KS · $25.6B AUM
    Mariner Advisor Network
    Overland Park, KS · $9.6B AUM
    See all top RIA firms in Kansas →

    Research firms like Prime Capital Financial at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial