Forvis Mazars Capital Advisors, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
27
Avg account
$0

Firm details

Headquarters
Springfield, Missouri
CRD number
43427
Registered since
March 30, 1998

Firm profile

FINTRX

Overview

Forvis Mazars Capital Advisors, LLC is organized as a limited liability company and is classified in the source data as an investment bank. The firm is listed under an owner type described as a mix of a domestic entity and an individual. Available records do not disclose a client profile, fee schedule, or a detailed description of advisory or capital markets activities. The dataset flags the firm as not a capital allocator and not an active ESG investor. It is also not identified as a multi-state investment adviser, newly formed adviser, pension consultant, or a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Springfield, MO

Greene

Location

Springfield, MO

Headquartered in Springfield, MO, in the Midwest of the United States.

Region
Midwest
County
Greene
Address
910 E Saint Louis St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth