Capfinancial Partners, LLC is a firm that provides financial advisor, investment management, insurance agent or broker, consulting services, and fiduciary trustee to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.
Most Capfinancial Partners, LLC clients are colleges, universities, and professional schools, outpatient health care practitioners and facilities, and hospitals with revenues ranging from $65 million to $1.5 billion.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Duke University | 501(c)(3) | Durham, NC | ||
| 2 | Brown University | 501(c)(3) | Providence, RI | ||
| 3 | Act | 501(c)(3) | Iowa City, IA | ||
| 4 | The Brookings Institution | 501(c)(3) | Washington, DC | ||
| 5 | National Association of Broadcasters (NAB) | 501(c)(6) | Washington, DC | ||
| 6 | Association of American Railroads (AAR) | 501(c)(6) | Washington, DC | ||
| 7 | National Association of Counties | 501(c)(4) | Washington, DC | ||
| 8 | Oakwood School | 501(c)(3) | North Hollywood, CA | ||
| 9 | Mother Cabrini Health Foundation | 501(c)(3) | New York, NY | ||
| 10 | Whittier College | 501(c)(3) | Whittier, CA | ||
| ... | and 44 more Capfinancial Partners, LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Capfinancial Partners, LLC in the nonprofit sector include Newport Group, Inc., Minnesota Life Insurance Company, Towers Watson, Aon Consulting Inc, Global Retirement Partners LLC, Usi Consulting Group, Kibble and Prentice, Milliman, Charles Schwab and Co., Inc., and Gallagher Benefit Services.
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