PRIME CAPITAL FINANCIAL

6201 College Blvd.
Suite #150
Overland Park, Kansas 66211
Tel: (800) 493-6226

About PRIME CAPITAL FINANCIAL

PRIME CAPITAL FINANCIAL, formally registered with the SEC as PRIME CAPITAL FINANCIAL. The firm was established in 06/23/2017. They have over 71 offices throughout the country.

PRIME CAPITAL FINANCIAL is a Overland Park, Kansas based Financial Planning firm with nearly $24,362,866,552 assets under management, offering retirement planning & investment advisory services to 30635 clients. The firm is staffed with 353 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288712
SEC#	801-110709
Assets Managed by Firm	$24,362,866,552
No. of Clients	30635
No. of Advisors	353

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Other (SEMINAR FEES, PROMOTER FEES, SUBSCRIPTION FEE FINANCIAL PLANS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (QUALIFIED RETIREMENT PLAN SERVICES, CONSULTING SERVICES, CO-ADVISORY, SELECTION OF SUB-ADVISORS)

Firm Client Information

	No. of Clients	AUM
Firm Total	30635	$24,362,866,552
Individuals (other than high net worth individuals)	16240	$6,090,732,352
High net worth individuals	1249	$4,020,008,600
Pension and profit sharing plans	947	$12,573,986,192
Charitable organizations	13	$3,224,253
Corporations or other businesses	146	$63,976,086

More Retirement Planning firms in Overland Park, Kansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
DIMENSIONAL FUND ADVISORS LP 6300 Bee Cave Road, Building One Austin, TX, 78746	$749,622,475,396	1153	1166
FISHER INVESTMENTS 6500 International Pkwy, Ste 2050 Plano, TX, 75093-8222	$298,729,428,900	360116	4065
VICTORY CAPITAL MANAGEMENT INC. 15935 La Cantera Pkwy San Antonio, TX, 78256	$151,257,095,924	2923	481
TPG GLOBAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$141,927,200,000	158	1036
NB ALTERNATIVES ADVISERS LLC 325 North Saint Paul Street, Suite 4900 Dallas, TX, 75201	$118,041,119,970	827	319

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