FORVIS MAZARS CAPITAL ADVISORS, LLC

Broker-DealerFINRA MemberEst. 1998
Total AUM
Advisory reps
28
Avg account
$0

Firm details

Headquarters
SPRINGFIELD, Missouri
CRD number
43427
Registered since
March 30, 1998

Firm profile

FINTRX

Overview

Forvis Mazars Capital Advisors, LLC is organized as a limited liability company and has been SEC-registered since 1998. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser that acts as a capital allocator. Owner type is listed as a domestic entity and individual. Several operational flags in the snapshot indicate the firm does not describe itself as a multi-state adviser, does not identify as an active ESG investor, and is not designated as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 28
  • BLYTHE Davis

    Vice PresidentCRD 6794664

  • Caleb Eby

    Investment Banking AssociateCRD 7137218

  • SCOTT ARNDT

    Managing DirectorCRD 4827708

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SPRINGFIELD, MO

GREENE

Location

SPRINGFIELD, MO

Headquartered in SPRINGFIELD, MO, in the Midwest of the United States.

Region
Midwest
County
GREENE
Address
910 E Saint Louis St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth