Austin-Primarily based Prime Capital Household Workplace to Concentrate on Extremely-Excessive-Web-Value Purchasers
OVERLAND PARK, Kan., March 03, 2025–(BUSINESS WIRE)–Prime Capital Monetary establishes Prime Capital Household Workplace with the acquisition of SineCera Capital (SineCera), a boutique wealth administration and household workplace providers agency headquartered in Austin, Texas. The launch of this new division is a strategic transfer by Prime Capital to have a devoted staff targeted on serving the distinctive wants of ultra-high-net-worth (UHNW) households.
Based in 2019 by Kevin A. Kaylakie, CFP®, CPWA®, SineCera has established itself as a pacesetter in delivering curated wealth administration and household workplace options. Their deep understanding of other investments enhances their UHNW service suite, together with property planning, funding administration, complicated reporting, invoice cost, and banking administration. SineCera at present advises shoppers with mixture property of $1.55 billion.
“SineCera would be the key to increasing our household workplace providing,” mentioned Glenn Spencer, chief govt officer at Prime Capital Monetary. “Their mastery of the UHNW area and dedication to personalised service completely align with our mission. This transfer is strategically aligned with Prime Capital’s give attention to increasing our service choices to fulfill the distinctive wants of every of our shopper segments.”
As a part of the transition, Kaylakie will assume the position of president of Prime Capital Household Workplace. With practically 20 years of expertise, Kaylakie brings a wealth of data in managing complicated monetary issues for prosperous shoppers.
“Becoming a member of forces with Prime Capital Monetary is a transformative alternative for SineCera Capital and our shoppers,” mentioned Kaylakie. “This partnership permits us to broaden our attain and improve the tailor-made providers we offer, whereas sustaining the excessive stage of consideration and discretion our shoppers count on. We sit up for constructing on our success and contributing to Prime Capital’s continued progress.”
Hue Companions acted because the advisor to SineCera Capital for this transaction.
To be taught extra about Prime Capital Household Workplace, please go to: primefinancial.com
To be taught extra about SineCera Capital, please go to: www.sineceracapital.com
About Prime Capital Monetary
Prime Capital Monetary (previously Prime Capital Funding Advisors) supplies a client-centric staff method to full-service monetary planning, together with fee-based asset administration and wealth administration by way of its Prime Capital Wealth providers. Via its Prime Capital Retirement providers, the agency additionally supplies retirement plan advisory providers, in addition to plan participant schooling. Prime Capital Monetary at present has 70 areas all through the USA, with funding advisor representatives serving shoppers throughout the nation. Advisory services and products provided by Funding Adviser Representatives by way of Prime Capital Funding Advisors, LLC (“PCIA”), a federally registered funding adviser. PCIA: 6201 School Blvd., Suite 150, Overland Park, KS 66211. PCIA doing enterprise as Prime Capital Monetary | Wealth | Retirement | Wellness. For extra data, go to www.primefinancial.com.
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