CAP Advisors Inc. Information

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A wealth management firm committed to meeting the unique needs of wealthy families. Our goal is to give clients a greater sense of financial security and "financial purpose" by combining independent advice and proven wealth management strategies with integrity, trust and loyalty. Graham Carter Foundation: https://capadvisorsinc.com/thegrahamcarterfoundation/

Website	http://www.capadvisorsinc.com
Revenue	$1 million
Employees	5 (5 on RocketReach)
Founded	1992
Phone	+1 416-815-2276
Technologies	JavaScript , HTML , PHP +13 more (view full list)
Industry	Financial Services, Finance General, Finance, Banking, Lending and Investments
Keywords	Wealth Management, Financial Planning, Estate Planning, Investment Management, Portfolio Management, Retirement Planning, Financial Advisory, Wealth Preservation, Tax Planning, Family Office Services, High Net Worth, Investment Strategies, Financial Security, Wealth Building, Legacy Planning, Philanthropic Planning, Multigenerational Planning, Financial Consulting, Risk Management, Insurance Planning
Competitors	J.P. Morgan, Fidelity Investments, Morgan Stanley, Schwab Advisor Services, Vanguard, BlackRock, T. Rowe Price, Legg Mason (Acquired by Franklin Templeton), Invesco Ltd., State Street Global Advisors +36 more (view full list)
SIC	SIC Code 62 Companies, SIC Code 628 Companies
NAICS	NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies