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- Custodian
- Charles Schwab & Company · Fidelity/NFS · SEI · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-23-2017
- Office Locations
- 85
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.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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 260 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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