PRIME CAPITAL INVESTMENT ADVISORS, LLC
DBA: PRIME CAPITAL FINANCIAL
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $39.14B |
| Discretionary | $19.56B50% of AUM |
| Non-Discretionary | $19.58B |
| Client Accounts | 55,376 |
| Avg Account Size | $707K |
| Employees | 460 |
| Peak AUM | $39.14BMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $39.1B | +30.0% | +32.9% | +25.7% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $39.14B |
| Discretionary | $19.56B |
| Employees | 460 |
| Client Accounts | 55376 |
| Client Range | 101-250 |
Contact & Location
Address
6201 COLLEGE BLVD.
OVERLAND PARK KS 66211
Phone
(800) 493-6226
Filing History
159 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed FeesPerformance Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$19.6B
50.0% of AUM
Non-Discretionary
$19.6B
50.0% of AUM
Disc. mix ▼ 4.8pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Other Registrations
Banking InstitutionCommodity Pool Operator
Related Entities (Item 7)
Pension Consultant