First Capital Advisors Group, LLC

First Capital Advisors Group, LLC (CRD# 281322) is a financial advisory firm headquartered in Blue Bell, PA. They manage $230,436,004 in 537 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    230
    MILLION
  • Total Number of Accounts
    537
    ACCOUNTS
  • Average Account Value
    $429,117
Compensation Options
  • A percentage of assets under your management
  • Other
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.

CA, FL, GA, IL, MA, NJ, NY, PA, UT

Financial Advisors at First Capital Advisors Group, LLC
Showing 1 - 7 of 7 top financial advisors.
1
James D. Hiles
CRD#: 1268480
200 White Rd, Suite 215, Little Silver, NJ 07739
96
Wealthminder
score

James Hiles (CRD# 1268480) is an Investment Advisor Representative working at First Capital Advisors Group, LLC in Little Silver, NJ and has over 13 years of experience in the finance industry.

2
Troy Moyer
CRD#: 4873449
5 Valley Sqaure, Suite 220, Blue Bell, PA 19422
96
Wealthminder
score

Troy Moyer (CRD# 4873449) is an Investment Advisor Representative working at First Capital Advisors Group, LLC in Blue Bell, PA and has over 13 years of experience in the finance industry. Troy Moyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
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 34 years of experience in the finance industry.

4
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 12 years of experience in the finance industry.

5
James J. Dee
CRD#: 1692346
200 White Rd., Suite 215, Little Silver, NJ 07739
93
Wealthminder
score

James Dee (CRD# 1692346) is an Investment Advisor Representative working at First Capital Advisors Group, LLC in Little Silver, NJ and has over 30 years of experience in the finance industry.

6
Edward J. Moran
CRD#: 6004608
125 Half Mile Road, Suite 200, Red Bank, NJ 07701
93
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 6 years of experience in the finance industry.

7
Stephen W. Hodgetts
CRD#: 6227153
512 E. Township Line Rd., 5 Valley Square, Blue Bell, PA 19422
90
Wealthminder
score

Stephen Hodgetts (CRD# 6227153) is an Investment Advisor Representative working at First Capital Advisors Group, LLC in Blue Bell, PA and has over 4 years of experience in the finance industry.

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