William Adolph Steih

Employer firm

Prime Capital Financial CRD 288712

$39.1B regulatory AUM 1,816 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 04/2018
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2016 → 10/2017
  Lawing Financial
  Overland Park, KS
• 07/2017 → Present
  Prime Capital Investment Advisors, Llc
  Overland Park, KS
• 04/2018 → 12/2022
  Private Client Services
  Franklin, TN

Previous Registrations

• 2016-05-16 → 2017-10-13
  Lawing Financial Inc
  Brentwood, TN
  Overland Park, KS
• 2012-01-24 → 2016-05-23
  Investors Capital Corp.
  Lynnfield, MA
  Brentwood, TN
  Lynnfield, MA
• 2005-08-12 → 2012-02-06
  Lpl Financial Llc
  Nashville, TN
  Nashville, TN
  Brentwood, TN
  Franklin, TN
• 2004-03-11 → 2005-06-10
  First Horizon Advisors, Inc.
  Nashville, TN

Other Businesses

1.DISCOVERY PLACE INC, 1635 SPENCER MILL RD, BURNS, TN, 3/2006 AS BOARD TREASURER. NIR - 10 HR/MO - 0/TRADING. 2.STEWARDSHIP PARTNERS, 205 DEER PARK LN, FRANKLIN, TN, 4/1996 AS OWNER OF TAX BUSINESS. NIR - 40 HR/YR - 0/TRADING. 3. PCRM, LLC. 6201 COLLEGE BLVD, SUITE 150, OVERLAND PARK, KS 66212. SALE OF OUTSIDE SALE AND SERVICE FIXED INSURANCE PRODUCTS THROUGH IMO (QUANTUM) INSURANCE PRODUCER. 10 HRS/MO; 5 DURING TRADING HRS. 4. CHHSZ HOLDINGS, LLC. 6201 COLLEGE BLVD, SUITE 150, OVERLAND PARK, KS 66211. CHHSZ HOLDINGS LLC IS A LIMITED LIABILITY COMPANY "LLC" FORMED IN OCT 2019. CHHSZ HOLDINGS LLC IS THE SOLE OWNER OF PRIME CAPITAL INVESTMENT ADVISORS, LLC (PCIA) A FEDERALLY REGISTERED INVESTMENT ADVISOR. MEMBER PROVIDES PROFESSIONAL (INVESTMENT ADVISORY SERVICES AS AN IAR OF PCIA. <1 HR/MO; <1 DURING TRADING HRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-05-11
• S63 Uniform Securities Agent State Law Examination
  2001-03-12

Other Names

• Will Steih