Prime Capital Investment Advisors
Overview
Prime Capital Investment Advisors is a federally registered investment adviser that offers investment advisory and management services, including asset management, retirement plan services, financial planning, and business consulting.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Corgi | May 2026 | Series B Extension | Co-investor |
Key People
CFP® Jason Gerber
Managing Partner
Alfonso Burgos
Partner & Managing Director
CFP® Edmund Callahan
Partner & Managing Director
Eric Krause
Managing Director, Portfolio Manager, Portfolio Manager
Rich Murray
Managing Director, Partner
Terry A Conner
Partner And Managing Director
AAMS® George Maniatis CPFA™/QPFC
Partner Financial Advisor
AIF® Christopher T. Roper
Partner & Plan Success Consultant
Alan McClain
Partner
Brian Burwell
Partner, Financial Advisor
CFP® Matt Waters
Partner And Wealth Advisor
CPFA® Christian Chalabi
Partner Wealth Advisor
Dwayne Grady
Partner
Jen Staben CRPC®
Financial Advisor, Partner
Joey Zdeb
Financial Advisor & Partner
Josh Hederick
Partner Financial Planner
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
