Updated:
Prime Capital Investment Advisors
Prime Capital Investment Advisors operates from Overland Park, Kansas, providing financial planning, pension planning, asset management and portfolio...
Prime Capital Investment Advisors
Prime Capital Investment Advisors operates from Overland Park, Kansas, providing financial planning, pension planning, asset management and portfolio management. The firm advises individuals, high-net-worth individuals and various institutions. Its website traces a lineage to 1985, though the formal advisory entity dates to 2017. Strategy spans individual wealth management, retirement plan consulting and financial wellness. The firm offers a suite of services that includes investment management, estate planning, tax strategies and philanthropic guidance through its Family Office division. It also runs a retirement consulting arm, Prime Capital Retirement, which provides fiduciary consulting to plan sponsors and participants, and a financial wellness unit that delivers coaching alongside technology platforms. Advisors dot locations from coast to coast, though the firm does not disclose total headcount or assets under advisement. The website features testimonials from clients named Ryan Johnson, Laura and Chris Hudnall, and Dr. Constance M. Youngblood, each describing personalized planning relationships. No recent operational event from the last 24 months is publicly documented. A structural differentiator is the advisor-owner model—the firm states that its advisors have a personal financial stake in the organization, aligning incentives with client success. This ownership structure, combined with fiduciary positioning, aims to differentiate it from non-fiduciary wealth managers.
General information
Firm type
Bank / Wealth / Trust
Year founded
1985
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Overland Park
Corporate office
6201 College Boulevard, Suite #150, Overland Park, KS 66211, United States
Sector focus
Frequently asked questions
How is Prime Capital Investment Advisors structured?
The firm operates as an asset owner with a bank/wealth/trust subtype. It provides services through divisions covering individual wealth management, retirement plan consulting via Prime Capital Retirement, financial wellness via Prime Capital Wellness, and a Family Office unit for clients with significant wealth. The exact corporate structure is not publicly detailed beyond its Overland Park headquarters.
Does Prime Capital Investment Advisors have a venture capital practice?
Internal Altss records tag the firm with a venture capital strategy, but no portfolio companies, fund names, deployment figures, or team members dedicated to venture are publicly identified on its website or LinkedIn. The visible strategy centers on advisory services, not direct venture investing.
What is the advisor-owner model at Prime Capital Investment Advisors?
The firm states that advisors are owners with a personal stake in client success, which it presents as an alignment mechanism. This means advisors share in the firm's growth and profitability, tying their compensation to client outcomes rather than transaction volume alone. Specific ownership percentages or equity structures are not disclosed.
What fiduciary services does Prime Capital Investment Advisors offer?
The firm explicitly operates as a fiduciary, meaning it is legally obligated to put client interests first. Through Prime Capital Retirement, it provides fiduciary consulting to plan sponsors—helping them design and manage compliant retirement plans. Individual wealth management clients also receive fiduciary advice tailored to investment and retirement goals.
Where does Prime Capital Investment Advisors have offices?
The firm's headquarters is in Overland Park, Kansas. Its website says advisors have locations from coast to coast, but no specific office addresses beyond the headquarters are publicly listed. The geographic footprint appears to rely on a distributed advisor network rather than named branch offices.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on investors?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: