Planning Solutions for the Ultra-High Net Worth
Amalfi Coast
Value Beyond Insurance

Capitas Financial, Inc. is a life insurance brokerage firm that operates at both the national and local levels, offering a superior portfolio of insurance products and services and an extensive national account market. 

Through one of the industry leading collaboration of local and national Capitas resources, we can provide creative solutions to enhance your relationships with clients through a vast array of advanced financial and insurance based planning strategies. These are custom tailored to meet your clients' specific needs.

Partnering with some of the most respected Financial Institutions
  • Arvest
    Arvest
  • Baird
    Baird
  • Benjamin F. Edwards
    Benjamin F. Edwards
  • Citizens
    Citizens
  • Janney
    Janney
  • Key Bank
    Key Bank
  • Morgan Stanley
    Morgan Stanley
  • Oppenheimer
    Oppenheimer
  • Disclaimer
    Disclaimer
  • Raymond James
    Raymond James
  • RBC
    RBC
  • Stifel Nicolaus
    Stifel Nicolaus
  • Synovus
    Synovus
  • UBS
    UBS
  • US Bank
    US Bank
  • Willis
    Willis
  • WFA, Merrill & BofA
    WFA, Merrill & BofA
System Organization Control Certification
Capitas Financial has achieved a System Organization Control (SOC) certification. Learn more about our dedicated team of cyber security experts and security series.
Expand your service capability and revenue potential
Ocean Sunset