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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
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 628 Companies, SIC Code 62 Companies
NAICS NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies

CAP Advisors Inc. Questions

The CAP Advisors Inc. annual revenue was $1 million in 2026.

Luke Carter is the President and CEO of CAP Advisors Inc..

5 people are employed at CAP Advisors Inc..

CAP Advisors Inc. is based in Toronto, Ontario.

The NAICS codes for CAP Advisors Inc. are [52, 52393, 5239, 523].

The SIC codes for CAP Advisors Inc. are [628, 62].

Top CAP Advisors Inc. Employees

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