First Capital Advisors Group, LLC

First Capital Advisors Group, LLC (CRD# 281322) is a financial advisory firm headquartered in Blue Bell, PA. They manage $202,252,564 in 406 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    202
    MILLION
  • Total Number of Accounts
    406
    ACCOUNTS
  • Average Account Value
    $498,159
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, NJ, PA, UT

Financial Advisors at First Capital Advisors Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
James D. Hiles
CRD#: 1268480
512 East Township Line Road, 5 Valley Square, Blue Bell, PA 19422
96
Wealthminder
score

James Hiles (CRD# 1268480) is an Investment Advisor Representative working at First Capital Advisors Group, LLC in Blue Bell, PA and has over 11 years of experience in the finance industry.

2
Jeffrey R. Schulte
CRD#: 1242009
512 East Township Line Road, 5 Valley Square, Blue Bell, PA 19422
96
Wealthminder
score

Jeffrey Schulte (CRD# 1242009) is an Investment Advisor Representative working at First Capital Advisors Group, LLC in Blue Bell, PA and has over 32 years of experience in the finance industry.

3
Beth C. Chapman
CRD#: 4285209
512 East Township Line Road, 5 Valley Square, Blue Bell, PA 19422
93
Wealthminder
score

Beth Chapman (CRD# 4285209) is an Investment Advisor Representative working at First Capital Advisors Group, LLC in Blue Bell, PA and has over 10 years of experience in the finance industry.

4
Edward J. Moran
CRD#: 6004608
125 Half Mile Road, Suite 200, Red Bank, NJ 07701
90
Wealthminder
score

Edward Moran (CRD# 6004608) is an Investment Advisor Representative working at First Capital Advisors Group, LLC in Red Bank, NJ and has over 4 years of experience in the finance industry.

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