Forvis Mazars Capital Advisors, LLC

Broker-DealerFINRA MemberEst. 1998
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 a limited liability company that has been SEC-registered since 1998 and is classified as an investment bank. Public records list its owner type as a domestic entity and an individual. The firm does not register itself as a capital allocator and is not identified as a multi-state adviser. It is not marked as an active ESG investor, nor as a pension consultant or related adviser. The firm has not supplied public detail about its advisory activities, fee arrangements, client segments, or business lines. Given the classification and the absence of disclosed advisory metrics, the entity appears to operate in a capital markets or investment-banking capacity rather than as a traditional asset manager.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 27
  • Olivia Devlin

    Olivia Devlin

    Investment Banking AssociateCRD 6529809

  • Christopher Hargrove

    Christopher Hargrove

    Managing DirectorCRD 1411612

  • Anthony Giordano

    Anthony Giordano

    Managing DirectorCRD 1738561

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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