Boerne, TX Office

Team
Updated today

Client AUM

$18,819,158,214

Clients

22,129

Advisors

4

Of 264 advisors across 71 offices

Location

616 E Blanco, Suite #201 A

Boerne TX 78006

Advisors at this office

4

Advisors at this office

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Wyatt S

Series 65

Boerne, TX

Prime Capital Financial

Wyatt Schrepfer is a financial advisor with Prime Capital Financial, holding a Series 65 designation and eight years of industry experience. He has been with Prime Capital Investment Advisors, LLC since 2016 and was previously involved with Schrepfer Industries. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through a variety of services including asset management, financial planning, and family office offerings. The firm employs a combination of core/satellite, thematic, and tactical investment strategies and provides integrated tax and financial administration services.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Taylor K

CFP®, Series 66

Boerne, TX

Prime Capital Financial

Taylor Knopf is a CFP®-credentialed financial advisor with Prime Capital Financial, bringing 10 years of industry experience. He has held roles at Private Client Services, Lawing Financial, and Cambridge Investment Research. Knopf serves on the advisory board of the Hill Country Pregnancy Care Center and owns a group health insurance business along with other non-investment-related ventures. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs diversified investment strategies and provides consolidated reporting and tax services through affiliated subsidiaries.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Richard B

Series 66, Series 63

Boerne, TX

Prime Capital Financial

Richard Barkley is a financial advisor at Prime Capital Financial with nine years of industry experience. He holds Series 66 and Series 63 licenses and has been with Prime Capital Investment Advisors since 2018. Barkley also serves as president of Benchmark Business Consulting, where he prepares business valuations. Prime Capital Financial is an SEC-registered firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan services, and family office offerings. The firm employs a range of investment strategies and provides integrated tax and family office services through affiliated subsidiaries.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Richard G

Series 66

Boerne, TX

Prime Capital Financial

Richard Gleason is a financial advisor at Prime Capital Financial with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo and Private Client Services. Outside of his advisory role, Gleason is a principal and one-third owner of Forge Business Brokerage Co. and serves as a board member of The 100 Club of Kendall County. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm employs a mix of core/satellite, thematic, and tactical strategies and provides tax planning and consolidated reporting through affiliated subsidiaries.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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