Forvis Mazars Capital Advisors, LLC

Broker-DealerFINRA MemberEst. 1998
Total AUM
Advisory reps
28
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 a limited liability company that has been SEC-registered since 1998 and is classified as an investment bank. Ownership is listed as a mix of a domestic entity and an individual. Public records for the firm do not present a typical asset-management profile: the snapshot flags the firm as not being a capital allocator and not operating as a multi-state investment adviser. The firm does not identify itself as an active ESG investor, and it is not listed as a pension consultant or related adviser in the available summary. Specific descriptions of the firm’s business lines, advisory services, or client segments were not provided in the data set.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 28
  • Blythe Davis

    Blythe Davis

    Vice PresidentCRD 6794664

  • Caleb Eby

    Caleb Eby

    Investment Banking AssociateCRD 7137218

  • Scott Arndt

    Managing DirectorCRD 4827708

Unlock 25 more contacts

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth