Prime Capital Investment Advisors LLC

Prime Capital Investment Advisors LLC, a Kansas Limited Liability Company, operates with a workforce of 164 employees, 98 of them in advisory positions, and maintains a positive SEC status as an approved enterprise, with a registration date of Jun 23, 2017. With a clientele base of 8, the company continues to shine and grow in the highly competitive sector of investment advisory services.

• ANTHONY ELLIOTT WOODARD

  CHIEF COMPLIANCE OFFICER owns less than 5%

• CHRISTOPHER EDWARD OSMOND

  CHIEF INVESTMENT OFFICER owns less than 5%

• GLENN AVERY SPENCER

  CHIEF EXECUTIVE OFFICER owns less than 5%

• JOHN SEIBOLT

  CHIEF OPERATING OFFICER owns less than 5%

• PRIME CAPITAL HOLDINGS, LLC

  MEMBER owns 75% or more

• SCOTT JAMES COLANGELO

  CHAIRMAN owns less than 5%

• TIM DAVID HAKES

  ELECTED MANAGER / VICE-CHAIRMAN owns less than 5%

• CHHSZ HOLDINGS, LLC

  MEMBER owns 75% or more

• SCOTT JAMES COLANGELO

  MANAGING MEMBER owns more than 25% but less than 50%

• TIM DAVID HAKES

  MANAGING MEMBER owns more than 25% but less than 50%

• MATTHEW DONAVIN KELTY

  ELECTED MANAGER

• Meritage Portfolio Management Inc
• IVY Investment Management Company
• Two West Capital Advisors LLC
• KWMG LLC
• Triune Financial Partners LLC
• Creative Planning Inc
• IFS Advisors LLC
• Heartland Wealth Advisors LLC
• Integrity Advisory LLC
• DEAN Capital Management LLC

• Investment Portfolio Changes: Prime Capital Advisors Holdings Q4 2022 vs. Q1 2023

• Apple Inc $7,647k
• DISNEY WALT CO $7,570k
• Amazon.com Inc $6,130k
• ConocoPhillips $5,034k
• Bank of America Corp. $5,004k
• Chevron Corp $4,800k
• CVS HEALTH CORP $4,684k
• AT&T INC $4,585k
• Bristol-Myers Squibb Co $4,268k
• ALPS ALERIAN MLP ETF $3,178k