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- Custodian
- Charles Schwab & Company · Fidelity/NFS · SEI · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-23-2017
- Office Locations
- 84
Office Locations
About Prime Capital Financial
Prime Capital Financial delivers fiduciary wealth planning and investment/retirement guidance for individuals and families, including executives, professionals, and business owners. The firm also designs and manages compliant retirement plans for plan sponsors and supports participants through financial wellness tools. Founded in 1985 and led by advisor-owners, it complements advice with national resources and ongoing investor education.
Reported data analysis
What the numbers show
Between December 9, 2025 and June 1, 2026, reported AUM increased 30.0%, from $30.1B to $39.1B.
Across 5 reported observations, AUM increased 126.1% between December 20, 2022 and June 1, 2026, from $17.3B to $39.1B.
Of the latest reported AUM, 50.0% is discretionary and 50.0% is non-discretionary.
The firm reports 261 advisory representatives and 25,781 clients, or 98.8 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 84 reported office locations and 9 years in operation. The source data was last updated on June 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Prime Capital Financial record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SCOTT JAMES COLANGELO
Chairman, Investment Advisor
- CRD
- #2699803
- Ownership
- Less than 5%
BRIAN STEPHEN DILLBECK
Investment Advisor, OPERATIONS OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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CHRISTOPHER KENDALL ABTS
Financial Advisor, General Partner
- CRD
- #5245824
TIMOTHY JOSEPH ACCURSO MR.
Investment Advisor
- CRD
- #5595335
Showing 2 of 262 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,555,132,692 | $610,831 |
| Non-Discretionary | $19,584,475,179 | $838,305 |
| Total | $39,139,607,871 | $706,797 |
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Separately Managed Accounts
SMA allocation detail is available
Prime Capital Financial has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Prime Capital Financial's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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