AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check

FIND A FORVIS MAZARS CAPITAL ADVISORS, LLC FINANCIAL ADVISOR NEAR ME

Find, Compare and Monitor Financial Advisors at FORVIS MAZARS CAPITAL ADVISORS, LLC

CRD#: 43427
BD

Looking for a Financial Advisor at FORVIS MAZARS CAPITAL ADVISORS, LLC?

We have compiled every financial advisor who works at FORVIS MAZARS CAPITAL ADVISORS, LLC in our database for you to search through. On this page, you will be able to find the closest financial advisors to you geographically, advisors with specific certifications that you are looking for, as well as many other filtering capabilities to help you search.

If you need additional assistance finding the specific financial advisor you are looking for, please use our search tool below and type in either their name or CRD number.

FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

FORVIS MAZARS CAPITAL ADVISORS, LLC is located at 910 East St. Louis Street, Suite 200, Springfield, MO 65806 and was first established at Kansas City, Missouri in 07/20/1994. After operating for 31 years, FORVIS MAZARS CAPITAL ADVISORS, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of FORVIS MAZARS CAPITAL ADVISORS, LLC’s clients are individuals and 0% of their clients are high net worth individuals. FORVIS MAZARS CAPITAL ADVISORS, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at FORVIS MAZARS CAPITAL ADVISORS, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access FORVIS MAZARS CAPITAL ADVISORS, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at FORVIS MAZARS CAPITAL ADVISORS, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

Crafted using large generative AI models

Where the Statistical Data for FORVIS MAZARS CAPITAL ADVISORS, LLC Comes From

Understanding the Statistics for FORVIS MAZARS CAPITAL ADVISORS, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
910 East St. Louis Street, Suite 200, Springfield, MO 65806
Mailing Address
P.o. Box 1190, Springfield, MO 65806-2523
Firm Size
Small
Phone Number
(417) 865-8701
Established
Missouri since 07/20/1994
Firm Type
Limited Liability Company
Fiscal year end
May
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
FORVIS MAZARS, LLPMEMBER
CORSON, JASON ANDREWCHIEF COMPLIANCE OFFICER4831976
DAVIS, ADAM MICHAELFINOP, CFO, PFO7744026
LINCH, SCOTT EDWARDPRESIDENT7940156

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

How Do I Determine Which Firm to Work With?

Advisor's working at FORVIS MAZARS CAPITAL ADVISORS, LLC

AG

Anthony Mark Giordano

Anthony M Giordano, Anthony Giordano, Tony Giordano
RR
CRD#: 1738561
Location:
Denver, CO 80202
Company:
FORVIS MAZARS CAPITAL ADVISORS, LLC
Disclosures:
Experience:
29 years
View Profile
CT

Carson Tomlinson

RR
CRD#: 8054047
Location:
Charlotte, NC 28209
Company:
FORVIS MAZARS CAPITAL ADVISORS, LLC
Disclosures:
Experience:
1 year
View Profile
BB

Brian Lee Baker

Brian L Baker
RR
CRD#: 4781139
Location:
Indianapolis, IN 46204
Company:
FORVIS MAZARS CAPITAL ADVISORS, LLC
Disclosures:
Experience:
20 years
View Profile
Name or CRD#
Location
Firm name (optional)
Credentials
Advisor type
Disclosures
Experience (Years)

Compare statistics for financial advisors here.

Review financial advisor disclosures here.

footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics