Overview

We are two Sub-Chapter S corporations - Capital Formation Group, Inc. (financial and estate planning) and Capital Formation Insurance Agency, Inc. (life, disability and long term care insurance). As IARs of our broker dealer, our investment platform has access to thousands of different investment strategies covering all major styles of investing. Our team has over 75 years of combined investment management experience and institutional level tools and resources for portfolio management. entities our revenue generated is 50% fee based.

We're looking to purchase small to medium sized RIA or a combination of RIA/Life Insurance practices comparable to ours. We're are looking for advisors that need a succession plan to come and join our practice and stay on board though the transition.

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks

Business Data

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