Prime Capital Investment Advisors
Overview
Prime Capital Investment Advisors is a federally registered investment adviser that offers investment advisory and management services, including asset management, retirement plan services, financial planning, and business consulting.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Corgi | May 2026 | Series B Extension | Co-investor |
Key People
CFP® Jason Gerber
Managing Partner
Alfonso Burgos
Partner & Managing Director
CFP® Edmund Callahan
Partner & Managing Director
Eric Krause
Managing Director, Portfolio Manager, Portfolio Manager
Rich Murray
Managing Director, Partner
Terry A Conner
Partner And Managing Director
AAMS® George Maniatis CPFA™/QPFC
Partner Financial Advisor
AIF® Christopher T. Roper
Partner & Plan Success Consultant
Alan McClain
Partner
Brian Burwell
Partner, Financial Advisor
CFP® Matt Waters
Partner And Wealth Advisor
CPFA® Christian Chalabi
Partner Wealth Advisor
Dwayne Grady
Partner
Jen Staben CRPC®
Financial Advisor, Partner
Joey Zdeb
Financial Advisor & Partner
Josh Hederick
Partner Financial Planner
For institutional investors. Book with your work email.
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Prime Capital Investment Advisors based?
Prime Capital Investment Advisors is headquartered in Overland Park, Kansas, United States.
When was Prime Capital Investment Advisors founded?
Prime Capital Investment Advisors was founded in 2017.
How many portfolio companies does Prime Capital Investment Advisors have?
Prime Capital Investment Advisors has 1 portfolio company in Caplight's dataset.
What are some companies in Prime Capital Investment Advisors's portfolio?
Recent investments visible on Caplight include Corgi.
What was Prime Capital Investment Advisors's most recent investment?
Prime Capital Investment Advisors's most recent investment on Caplight was in Corgi in 2026.
What sectors does Prime Capital Investment Advisors focus on?
Prime Capital Investment Advisors focuses on FinTech, Enterprise Software.
What company stages does Prime Capital Investment Advisors focus on?
Stage focus information for Prime Capital Investment Advisors is not publicly available.