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Capital Directions, LLC

Capital Directions, LLC


Capital Directions, LLC's financial review

Capital Directions, LLC's Revenue (Yearly)

3.4M

Employees

6


Capital Directions, LLC information

Capital Directions is one of Atlanta's largest wealth management firms and we focus on providing financial leadership to successful professionals and their families. In addition, we provide coaching and third-party asset management services to CPA firms throughout the country. We have been recognized by Schwab Institutional as one of the fastest growing firms and best managed firms over the past 1...
Capital Directions is one of Atlanta's largest wealth management firms and we focus on providing financial leadership to successful professionals and their families. In addition, we provide coaching and third-party asset management services to CPA firms throughout the country. We have been recognized by Schwab Institutional as one of the fastest growing firms and best managed firms over the past 10 years. Capital Directions was also named on the Financial Times' FT 300 List for 2020.Our purpose is to lead our clients to the achievement of their goals while growing firm profitability to create opportunities for all team members. Our core operating principles are:We always put the client's interest ahead of our own.We value profitability over growthWe respect and recognize each team member's contribution

Capital Directions, LLC industries

Financial services

Capital Directions, LLC's financial review

Capital Directions, LLC's Revenue (Yearly)

3.4M

Employees

6

Notable Alumni

Michael Bork
Director, Savant Wealth Partners
Savant Wealth Management
John McMillen
Director of Portfolio Integration
Savant Wealth Management
Katie Conroy
Customer Service Representative III
Savant Wealth Management
Keeva Haynes
Partner Affairs | Talent Management - Senior Manager
PwC
Teresa Sanderson
Client Success Manager
CommunityForce

Employees

Managing Principal
Client Services Manager

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