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 12 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 33 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 11 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 5 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.