Prime Capital Investment Advisors unveils new brand – Prime Capital Financial! Click here to read the full announcement.
Your Questions, Answered
How much money do I need to invest?
- Prime Capital Financial of San Antonio works with clients across all stages of life. Whether you’re laying the foundation for long-term success, preparing for retirement, or already navigating life after work, we meet you where you are, with clear strategy, thoughtful guidance, and proactive partnership.
- We also serve high net worth and ultra-high net worth individuals, families, trusts, and entities, working seamlessly with your expert tax and legal representatives, in order to help steward and sustain your legacy across generations.
- Generally, our clients have a minimum of $500,000 placed under our management.
What services do you offer?
- Prime Capital Financial of San Antonio offers clients a boutique wealth management experience, curating investment management and financial planning services to each client’s unique needs and stage of life. Our portfolio management is highly personalized and constructed from the ground up. We take a holistic approach to financial planning, covering topics from complex retirement distribution strategies to estate planning support.
- We also work closely with business owners and institutions on retirement plan consulting and financial wellness programs.
- The following are frequent examples of how we approach wealth management:
What is your Investment Philosophy?
- One Philosophy. Tailored Approaches.
- While our core investment philosophy remains consistent, how we apply it is anything but one-size-fits-all. Each portfolio is constructed from the ground up, reflecting the specific objectives, risk tolerance, and tax considerations of the individual client. This personalized approach allows us to deliver meaningful outcomes.
- Across every client, we anchor our investment management in the same core belief: own quality businesses for the long-term, manage risk thoughtfully, and invest with purpose. We are not passive market participants.
- Dynamic Yet Disciplined.
- While we invest for the long-term, we remain opportunistic, ready to act when near-term dislocations create value.
- High Quality Fixed Income
- For capital preservation and income, we invest in high-quality bonds, focusing on creditworthy issuers and structured ladders aligned with client-specific needs and interest rate environments.
What can I expect if we work together?
White-glove concierge service.
Thoughtful coordination among multiple generations of family members.
Complex financial planning and coordination with your tax and legal advisors.
A staffed, local office, with no 1-800 numbers or phone prompts, just courteous reception by people that you know.
How can I make an appointment?
Call us at (210) 223-6929.
Text us at (210) 640-2219.
Email us here.
Schedule directly with us below.
Recognition
We’re proud to share that Prime Capital Financial has been honored as one of Barron’s 2025 Top RIA Firms, moving into the Top 25 nationally. The annual ranking highlights firms based on assets managed, growth, technology, succession planning, and more.
This recognition would not be possible without the trust of our clients and the dedication of every single person on our team. You can view the full list of firms below.
We truly value the trust you place in our people. Together, we can build toward the future you envision. Let’s plan to dream big!
Awarded in September 2025 from Barron’s based on company benchmarks from June 2024 – June 2025, and no compensation was involved with the award.
In Other News
Where to Find Us
Quarry Heights Building
7373 Broadway, Suite 107
San Antonio, TX 78209
Ph: (210) 223-6929
Fax: (210) 223-5852
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory.
This information does not constitute legal advice. Prime Capital Financial and its associates do not provide legal advice. Individuals should consult with an attorney regarding the applicability of this information for their situations.
