-

Prime Capital Financial and SineCera Capital Join Forces to Launch Prime Capital Family Office

Austin-Based Prime Capital Family Office to Focus on Ultra-High-Net-Worth Clients

OVERLAND PARK, Kan.--(BUSINESS WIRE)--Prime Capital Financial establishes Prime Capital Family Office with the acquisition of SineCera Capital (SineCera), a boutique wealth management and family office services firm headquartered in Austin, Texas. The launch of this new division is a strategic move by Prime Capital to have a dedicated team focused on serving the unique needs of ultra-high-net-worth (UHNW) families.

Founded in 2019 by Kevin A. Kaylakie, CFP®, CPWA®, SineCera has established itself as a leader in delivering curated wealth management and family office solutions. Their deep understanding of alternative investments complements their UHNW service suite, including estate planning, investment management, complex reporting, bill payment, and banking management. SineCera currently advises clients with aggregate assets of $1.55 billion.

“SineCera will be the key to expanding our family office offering,” said Glenn Spencer, chief executive officer at Prime Capital Financial. “Their mastery of the UHNW space and commitment to personalized service perfectly align with our mission. This move is strategically aligned with Prime Capital’s focus on expanding our service offerings to meet the unique needs of each of our client segments.”

As part of the transition, Kaylakie will assume the role of president of Prime Capital Family Office. With nearly 20 years of experience, Kaylakie brings a wealth of knowledge in managing complex financial matters for affluent clients.

“Joining forces with Prime Capital Financial is a transformative opportunity for SineCera Capital and our clients,” said Kaylakie. “This partnership allows us to broaden our reach and enhance the tailored services we provide, while maintaining the high level of attention and discretion our clients expect. We look forward to building on our success and contributing to Prime Capital’s continued growth.”

Hue Partners acted as the advisor to SineCera Capital for this transaction.

To learn more about Prime Capital Family Office, please visit: primefinancial.com

To learn more about SineCera Capital, please visit: www.sineceracapital.com

About Prime Capital Financial

Prime Capital Financial (formerly Prime Capital Investment Advisors) provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Capital Wealth services. Through its Prime Capital Retirement services, the firm also provides retirement plan advisory services, as well as plan participant education. Prime Capital Financial currently has 70 locations throughout the United States, with investment advisor representatives serving clients across the nation. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. For more information, visit www.primefinancial.com.

About SineCera Capital

SineCera Capital is an independent wealth management firm, focused on delivering sophisticated investment solutions, independent counsel, and trusted relationships to a select group of high-net-worth clients and family offices. SineCera was founded in 2019 with the goal of creating an environment where high net worth individuals and families could find an independent advocate to stand between them and the droves of salespeople in the financial industry. Headquartered in Austin, TX, SineCera serves clients across the nation as an SEC registered investment advisor.

Contacts

Gregory FCA for Prime Capital Financial
Kristen Barbaresi
PrimeFinancial@gregoryfca.com
Phone: 507-269-4187

Prime Capital Financial LogoPrime Capital Financial Logo

Prime Capital Financial


Release Summary
Prime Capital Financial establishes Prime Capital Family Office with the acquisition of SineCera Capital (SineCera).
Release Versions

Contacts

Gregory FCA for Prime Capital Financial
Kristen Barbaresi
PrimeFinancial@gregoryfca.com
Phone: 507-269-4187

Social Media Profiles
More News From Prime Capital Financial

Sonali Patel Joins Prime Capital Financial

OVERLAND PARK, Kan.--(BUSINESS WIRE)--Prime Capital Financial continues its strategic expansion with the addition of Sonali Patel, a San Antonio-based financial advisor with more than a decade of experience guiding clients in building, preserving and transferring wealth. Prior to joining Prime Capital Financial, Patel served as vice president of Private Wealth, advising high-net-worth individuals and families on comprehensive wealth management strategies. She began her career as an equity analy...

Amanda Salyer, CFP®, Joins Prime Capital Financial

OVERLAND PARK, Kan.--(BUSINESS WIRE)--Prime Capital Financial announces the addition of Amanda Salyer, CFP®, a seasoned financial advisor focused on comprehensive, goals-based planning for individuals and families. Based in the Philadelphia area, Salyer brings experience helping clients align their investments, tax strategy, estate planning, retirement strategy, and long-term priorities through a personalized approach. Salyer holds the CERTIFIED FINANCIAL PLANNER® designation. “Amanda’s experie...

Joan Greenspon, CFP®, Joins Prime Capital Financial

OVERLAND PARK, Kan.--(BUSINESS WIRE)--Prime Capital Financial expands in the Mid-Atlantic region by adding Joan Greenspon, CFP®, a Philadelphia-area financial advisor with more than a decade of experience supporting families through major life transitions. Greenspon is known for a disciplined planning process that helps clients stay focused on long-term outcomes and provides comprehensive guidance across retirement, investments, insurance, tax strategy, and estate planning. “Joan’s background s...
Back to Newsroom