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Prime Capital Financial CRD 288712
$39.1B regulatory AUM 1,816 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-06-05 |
| KS | RA | APPROVED | 2023-04-10 |
Branch Locations
6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
6201 College Blvd. Suite #150, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prime Capital Investment Advisors, Llc | Overland Park | KS | 04/2023 | 01/2025 |
| Prime Capital Financial | Overland Park | KS | 01/2026 | Present |
| Prime Capital Financial | Overland Park | KS | 01/2025 | 01/2026 |
| Benetic, Inc. | Watkinsville | GA | 11/2021 | 11/2022 |
| Stadion Money Management | Watkinsville | GA | 08/2018 | 06/2021 |
| Evolve Analytics | Watkinsville | GA | 06/2021 | Present |
| Stadion Money Management | Watkinsville | GA | 01/2010 | 08/2018 |
1) Prime Capital Investment Advisors, LLC (Prime Capital Financial) is 100% owned by CHHSZ Holdings, LLC. Will McGough is a member of CHHSZ Holdings, LLC and as such is entitled to receive a share of the company's profits. 2) EVOLVE ANALYTICS. INVESTMENT-RELATED. 3651 MARS HILL ROAD, STE 2700, WATKINSVILLE, GA 30677.CONSULTING.CONSULTANT. 06/2021. 0-2 HOURS/ MONTH SPENT, 0 HOURS DURING TRADING. EVOLVE ANALYTICS IS A FULL-SERVICE CAPITAL MARKETS AND ASSET/WEALTH MANAGEMENT CONSULTING PRACTICE FOCUSED PRIMARILY ON KEY FUNCTIONAL AND OPERATIONAL AREAS FOR STRATEGY AND TRANSFORMATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-24 |
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