Capfinancial Partners Revenue, Growth & Competitor Profile

DBA THE CAPFINANCIAL GROUP, INC
DBA CAPTRUST FINANCIAL ADVISORS

Company Profile & Annual Report for Capfinancial Partners

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Capfinancial Partners Fast Facts

Revenue	Over $500 million    See Exact Annual Revenue
Employees	Over 1,000Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52393 Financial Planning & Investment Advice 5614 Business Support Services
Address	4208 Six Forks Road, Suite 1700 Raleigh, NC 27609

Note: Revenues for privately held companies are statistical evaluations.


Capfinancial Partners's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Capfinancial Partners's annual revenues are Over $500 million (see exact revenue data)
• What industry is the company in?
  • Capfinancial Partners is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Capfinancial Partners Annual Revenue and Growth Rate

Capfinancial Partners	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	Over $500 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Capfinancial Partners's revenues are gauged from an analysis of company filings.

Capfinancial Partners's Income Statement (based on Industry Averages)

Capfinancial Partners P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Capfinancial Partners is developing and marketing. Capfinancial Partners doesn't have any recent trademark applications, indicating Capfinancial Partners is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
LIFE-LESSONS IN FINANCIAL EXPERIENCES Educational services, namely, providing video presentations in the fields of financial management and investments; Providing on-line non-downloadable articles in the field of financial management and investments	05/04/2021
COVENANT Wealth management, charitable gift planning, financial planning for retirement, investment management in the field of retirement, financial asset management excluding hedge funds, and financial consultation pertaining to the family governance of businesses; philanthropy services, namely, philanthropy consultation relating to charitable fundraising; financial risk management consultation; financial advisory and consulting services, namely, creating personalized strategies for achieving financial independence	10/24/2019
AEVITAS WEALTH MANAGEMENT Financial advice and consultancy services; Financial asset management; Financial planning; Financial risk management; Investment advisory services; Investment management; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development	09/09/2016

See all trademarks and details in the Full Report.

Market Share of Capfinancial Partners's Largest Competitors

A competitive analysis shows these companies are in the same general field as Capfinancial Partners, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Capfinancial Partners. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
NATIONAL COATINGS & SUPPLIES	Raleigh, NC	100
CAPFINANCIAL PARTNERS	Raleigh, NC	58
FAIRVIEW	Raleigh, NC	4
FAIRVIEW INVESTMENT SERVICES	Raleigh, NC	3
NSA ACQUISITION	Raleigh, NC	2
SENTINEL RISK ADVISORS	Raleigh, NC	2

Future Competition: Capfinancial Partners's Fastest Growing Competitors

These companies are in the same general field as Capfinancial Partners and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)