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 categorized in the snapshot as an investment bank. Ownership records indicate a combination of a domestic corporate entity and an individual owner. The available profile does not list client segments, fee arrangements, or specific advisory models. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is also not designated as a multi-state adviser, a pension consultant, or a related adviser in the provided snapshot.

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 27
  • Olivia Devlin

    Olivia Devlin

    Investment Banking AssociateCRD 6529809

  • Christopher Hargrove

    Christopher Hargrove

    Managing DirectorCRD 1411612

  • Anthony Giordano

    Anthony Giordano

    Managing DirectorCRD 1738561

Unlock 24 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