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 operates as an investment bank and has been SEC-registered since 1998. Ownership is reported as a combination of a domestic entity and individuals. The firm’s snapshot profile indicates it is not structured as a capital allocator and it does not identify as an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. Public disclosures in the source material do not include specifics on fee schedules, client segments, or detailed advisory and capital-allocation activities, so there is limited visibility into client-facing services or investment mandates beyond the broad classification as an investment bank.

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