Prime Capital Financial

Office address: 6201 College Blvd., Suite 150, Overland Park, KS 66211
Website: primefinancial.com
Year established: 1985
Company type: financial services
Employees: 400+
Expertise: wealth management, retirement plan consulting, financial wellness, tax advisory, family office services, investment management, estate planning, fiduciary consulting
Parent company: CHHSZ Holdings, LLC
Key people: Glenn Spencer (CEO), Scott Colangelo (chair), Scott Duba (president), William McGough (CIO), Brian Dillbeck (CFO), Anthony Woodard (chief compliance officer), John Seibolt (chief growth officer)
Financing status: advisor-owned company

Prime Capital Financial (PCF) is a registered investment adviser based in Overland Park. The firm offers wealth management and retirement consulting to help people finance their lifestyle goals. As of January 2026, its 400+ employees manage over $30 billion in regulatory assets across more than 70 locations.

History of Prime Capital Financial

The firm known today as PCF began when financial professional Kerry Lawing founded Lawing Financial in 1985. The company expanded its services by creating a wealth management arm in 1997.

Two of Lawing Financial's associates, Scott Colangelo and Tim Hakes, later launched Qualified Plan Advisors in 2004 to provide fiduciary services. This group eventually joined into the broader network to support plan trustees and employees.

Employee buyout and restructuring

Several employees bought Lawing Financial in 2017 and rebranded it as Prime Capital Investment Advisors. The US Securities and Exchange Commission (SEC) registered the firm as an investment advisor that same year.

PCIA then transitioned to an advisor ownership model in 2021. This change allowed the financial advisors to hold a direct stake in the holding company.

Growing through acquisitions

PCIA spent several years expanding its national footprint through regional acquisitions. The firm acquired Giesting Financial and the Financial Fitness for Life platform in 2018.

PCIA then bought Financial Network Limited in 2021 to grow its retirement practice. Stonnington Group and Crossvault Capital Management joined the network shortly after to add wealth management resources.

Rebranding to Prime Capital Financial

PCIA officially changed its name to Prime Capital Financial in 2024. The rebrand reorganized the firm's service lines into five main groups:

1. Prime Capital Wealth: investment management, estate planning, and family office services
2. Prime Capital Retirement: fiduciary consulting for plan sponsors and participants (formerly Qualified Plan Advisors)
3. Prime Capital Wellness: financial coaching and education for employees (formerly Financial Fitness for Life)
4. Prime Capital Family Office: high-net-worth family services launched in early 2025 through the addition of SineCera Capital
5. Prime Capital Tax Advisory: tax planning services launched in late 2025 through the acquisition of Hartman Wanzor McNamara

Prime Capital Financial earned an InvestmentNews Top Independent HNW Advisors 2025 award as a Midwest region winner. The merit-based ranking uses SEC filings and independent ownership data.

Prime Capital Financial products and services

PCF offers advisory and planning services to individuals, families, plan sponsors, and corporate clients:

Investment advisory services

• wrap fee programs: bundled asset management with trading and custody fees
• managed account allocations: portfolio models for individuals and plan participants
• third-party manager selection: access to outside money managers and subadvisors
• non-discretionary advisory: oversight for client assets without trading authority
• financial planning: general financial planning and business consulting

Retirement plan services

• fiduciary consulting: plan design, compliance, and trustee support
• participant education: financial coaching and wellness tools

Tax and estate services

• tax planning: tax preparation and advisory services
• estate planning: wealth transfer and estate strategies

Insurance and securities

• insurance solutions: life, health, and group coverage through in-house agents
• securities: offered via Private Client Services, Member FINRA/SIPC

Prime Capital Financial also runs educational seminars on financial topics for clients and prospects. The firm's in-house team includes ERISA attorneys, CPAs, and CFAs to support its advisory work.

Culture and corporate values

PCF describes itself as an "advisor-led and advisor-governed" firm where advisors help shape company direction. It says its culture is built on shared ownership, teamwork, and community involvement.

Prime Capital Financial also provides these benefits to its employees:

• health insurance: medical, dental, and vision coverage
• retirement plan: 401(k)
• group insurance: life and disability coverage
• virtual healthcare: Teladoc access and an employee assistance program
• time off: PTO and 12 paid holidays
• parental leave: paid maternity and paternity leave
• savings: health savings account (HSA)

Prime Capital Financial says the community focus in its offices also drives local volunteer and fundraising work. The Springfield office packed hygiene kits with Convoy of Hope for Hurricane Fiona relief in Puerto Rico.

Employees raised funds for Junior Achievement of Greater Kansas City and volunteered at the Father's Club Mission Cup Golf Tournament. The Boerne office also helped the Kendall County Jr. Livestock Association fund youth scholarships.

About CEO Glenn Spencer and key people

Glenn Spencer is CEO of Prime Capital Financial and has more than 30 years of leadership experience. He was with Lockton Companies for 12 years and Marsh McLennan for over a decade, both professional services firms. Spencer holds a BBA from The George Washington University.

Prime Capital Financial's leadership team also includes:

• Scott Colangelo as chair and managing partner
• Scott Duba, CFA as president
• William McGough as CIO
• Brian Dillbeck as CFO
• Anthony Woodard, AIF as chief risk and compliance officer
• John Seibolt as chief growth officer

Prime Capital Financial says its leadership team works with Spencer to align its goals with the firm's business strategy.

The future at PCF

In 2026, Prime Capital Financial acquired Bradshaw Rogers Financial Partners, a Salisbury firm with about $600 million in AUM. The deal adds a tax-focused wealth management team and gives PCF a fifth office in the Carolinas. It also supports PCF's Tax Advisory practice as it builds out its planning platform for individuals and business owners.

PCF also promoted Scott Duba to president and Will McGough to CIO as part of a broader leadership shake-up. It brought on Fred Reish, an ERISA expert, to guide fiduciary efforts within its retirement practice. These moves signal PCF's push to scale its wealth, retirement, tax, and insurance services across the country.

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