Capitas Advisory Group of Raymond James

Capitas Advisory Group of Raymond James

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Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC.

Capitas Advisory Group of Raymond James specializes in helping owners with business sales, efficiently managing and preserving the wealth created so you can explore the “work optional” lifestyle. Please follow this link to Important Disclosure Information: http://raymondjames.com/smrja.htm

Photos from Objective X-RAY's post 11/14/2025
Photos from Capitas Advisory Group of Raymond James's post 11/05/2025

Last week, I had the chance to give back to a community that has given so much to our country. At Raymond James' annual Veterans Financial Advisors Network (VFAN) conference, I joined a panel at our home office discussing two areas I'm passionate about: working with business owners and exploring alternative investments.

Sharing the stage with leaders from our investment banking and alternatives teams—and hearing from our firm's president, Tash—was a reminder of the depth of expertise and commitment within Raymond James.

VFAN is more than a network; it's a mission to empower veterans to thrive in financial services. As a veteran myself, being part of that conversation was meaningful and humbling.

Great job Brianna Perry for helping make this a impactful conference.

To everyone who served and continues to serve in new ways—thank you.


Tyler Thompson

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At Raymond James, relationships come first. I'm proud to be with a firm that empowers advisors to invest deeply in what matters most: clients.

J.D. Power U.S. Investor Satisfaction Award for 1/24-12/24, announced 3/20/25. Based on 7,876 responses from Advised Investors, 1 company out of 24 was chosen as the winner. Fee paid only for promotion. More: https://bit.ly/4kHB3qv. For J.D. Power 2025 award information, visit jdpower.com/awards.

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Raymond James just delivered its 150th consecutive quarter of profitability. This milestone is a testament to the firm's unwavering commitment to putting clients first – through good markets and bad!

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About Us

We’ve found that our unique blend of storied experience and savvy knowledge puts us in position to serve the most discerning clients. Well-suited for those seeking a first-class wealth management experience, our collaborative team caters to sophisticated investors in need of tailored portfolio and investment advice.

When you entrust your financial affairs to us, you’ll find that we address the management of your wealth with the utmost level of care and specialized support – tailored to your unique needs.

https://www.raymondjames.com/capitasadvisorygroup/our-team

Location

Telephone

Address

Atlanta, GA

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm