Capital-e-advisors

Capital-e-advisors (CRD# 297820) is a financial advisory firm headquartered in Leawood, KS. They manage $54,938,199 in 72 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

12704 Alhambra St, Leawood, KS 66209

https://twitter.com/reganervin

By the Numbers

Total Assets Under Management

55

MILLION
Total Number of Accounts

72

ACCOUNTS
Average Account Value

$763,031

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Educational seminars/workshops

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

KS, MO

Financial Advisors at Capital-e-advisors

Showing 1 - 2 of 2 top financial advisors.

Zachary R. Emslie

CRD#: 5033134

12704 Alhambra St, Leawood, KS 66209

Zachary Emslie (CRD# 5033134) is an Investment Advisor Representative working at Capital-e-advisors in Leawood, KS and has over 18 years of experience in the finance industry.

Regan P. Ervin

CRD#: 5691066

12704 Alhambra St, Leawood, KS 66209

Regan Ervin (CRD# 5691066) is an Investment Advisor Representative working at Capital-e-advisors in Leawood, KS and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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