Prime Capital Investment Advisors is an investment advisor in Overland Park with $16.69 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
821364595
SEC advisor number
801-110709
FINRA CRD number
288712
AUM ?
$16.69 bn
(as of 20 Jun 23)
Accounts
21,894
(as of 20 Jun 23)
Employees
313
(187 investment advisory or research)
Address
Prime Capital Investment Advisors
6201 COLLEGE BLVD.
7TH FLOOR
OVERLAND PARK
KS 66211
6201 COLLEGE BLVD.
7TH FLOOR
OVERLAND PARK
KS 66211
Office hours
Monday - Friday, 8:00 AM - 5:00 PM
Phone
(913) 491-6226
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Colangelo, Scott, James | Chairman | 01/2018 | < 5% |
Woodard, Anthony, Elliott | Chief Compliance Officer | 05/2017 | < 5% |
Hakes, Tim, David | Elected Manager / Vice-chairman | 01/2018 | < 5% |
CHHSZ Holdings, LLC | Member | 10/2019 | > 75% |
Colangelo, Scott, James | Elected Manager/officer | 10/2019 | |
Hakes, Tim, David | Elected Manager/officer | 10/2019 | |
Spencer, Glenn, Avery | Chief Executive Officer | 01/2018 | < 5% |
Spencer, Glenn, Avery | Elected Manager/officer | 10/2019 | |
Dillbeck, Brian, Stephen | Chief Financial & Operations Officer | 11/2020 | < 5% |
Dillbeck, Brian, Stephen | Elected Manager / Officer | 11/2020 | |
Low, Robert, Eugene | Elected Manager | 04/2021 | |
Duba, Scott, James | Chief Investment Officer | 11/2021 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Nov 24
13F-HR
Quarterly holdings report by institutional manager
8 Aug 24
13F-HR
Quarterly holdings report by institutional manager
24 Jan 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22