Operating Company Financial Services

Prime Capital Financial

Overland Park, Kansas, United States

Prime Capital Financial is a wealth management and retirement plan advisory firm. Advisory products and services are offered by investment adviser representatives through Prime Capital Investment Advisors, LLC (PCIA), including fee-based asset management, wealth management, and qualified plan design/implementation with ongoing retirement plan advisory (also operating under Prime Capital Wealth Management and Qualified Plan Advisors).

Focus Areas
Wealth Management, Financial Planning, Retirement Plan Advisory
Website
pciawealth.com

Tracked deals

3

3 tracked deals across 2021-2023.

Recent pace

0

0 tracked deals announced in the last 12 months.

Deal mix

Buyout

2 buyout · 1 addon

Prime Capital Financial Acquisition Volume by Year

Last 3 years

Acquisition volume by year Annual acquisition counts for the last 3 years for Prime Capital Financial. 1 2021 1 2022 1 2023

Supporting Data

Recent Transactions

  • Prime Capital Investment Advisors Acquires Earth Equity Advisors
    January 5, 2023
    Buyer
    Prime Capital Investment Advisors
    Target
    Earth Equity Advisors
    Industry
    Financial Services
    Location
    North Carolina, United States
    Type
    Buyout

    Prime Capital Investment Advisors (PCIA) has partnered with and effectively acquired Earth Equity Advisors, adding approximately $151 million in AUM and bringing Earth Equity CEO Peter Krull and his team into PCIA. The move expands PCIA’s sustainable, responsible, and impact investing (SRI) capabilities and broadens its national footprint, while Earth Equity will continue to direct SRI strategies within PCIA.

  • Prime Capital Investment Advisors Acquires Liberty Wealth Advisors
    December 9, 2022
    Buyer
    Prime Capital Investment Advisors (PCIA)
    Target
    Liberty Wealth Advisors
    Seller
    Liberty Wealth Advisors
    Industry
    Financial Services
    Location
    Michigan, United States
    Type
    Buyout

    Prime Capital Investment Advisors (PCIA) has acquired substantially all of the assets of Liberty Wealth Advisors, a $1.75 billion wealth planning and investment management firm led by James S. Gladney. The deal brings Liberty's leadership and approximately 15 employees (including five advisors serving ~725 clients across 45+ states) into PCIA and closed on December 9, 2022.

  • Prime Capital Investment Advisors Acquires 20/20 Financial Advisers and Financial Network Limited
    December 2, 2021
    Buyer
    Prime Capital Investment Advisors
    Target
    20/20 Financial Advisers, Financial Network Limited
    Industry
    Financial Services
    Location
    Kansas, United States
    Type
    Addon

    Prime Capital Investment Advisors (PCIA) announced the acquisitions of 20/20 Financial Advisers and Financial Network Limited to expand its nationwide footprint and strengthen capabilities in wealth management and corporate retirement plan advisory. PCIA said the deals would add over 1,500 clients and more than 30 professionals, with the Financial Network Limited acquisition set to be completed on December 31, 2021 (terms not disclosed).

Related Acquisition Pages

Financial Services Buyers & Acquisitions 3 tracked deals by Prime Capital Financial. Acquisitions in Kansas 1 tracked deal by Prime Capital Financial. Acquisitions in Michigan 1 tracked deal by Prime Capital Financial. Acquisitions in North Carolina 1 tracked deal by Prime Capital Financial.

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