Are you a financial advisor who wants to offer your clients the best possible service and solutions, while also staying true to your Christian values? Look no further than 724 Capital.
Our team of seasoned Christian executive professionals has over 100 years of combined experience in the financial industry, and we are dedicated to edifying brothers and sisters in Christ who want to serve their investor clients with excellence and further the kingdom by demonstrating the principles of Christian financial stewardship.
At 724 Capital, we provide outsourcing and consulting services for financial advisors who wish to partner with a Christian RIA that can provide cutting-edge solutions related to operations, technology, regulatory compliance, investment research, and practice management coaching.
Our technology solutions are among the best in the industry, including tightly integrated systems for CRM, proposal management, performance reporting, client portals, model management, investment research, trading and rebalancing, financial planning, practice management dashboards, and digital account onboarding.
We also offer expert guidance on regulatory compliance, ensuring that you stay up to date on the latest rules and regulations while avoiding costly mistakes.
Our investment research team is second to none, providing you with the insights and analysis you need to make informed investment decisions for your clients.
And our practice management coaching can help you grow your business and achieve your growth goals, all while staying true to your Christian values.
At 724 Capital, we are committed to providing you with the tools and support you need to deliver excellent service to your clients and grow your business. And we do it all while staying true to our Christian values and principles.
Contact us today to learn more about how 724 Capital can help you take your business to the next level, while staying true to your Christian faith.
I never quite understood where insurance and protection products fit into my book. By bringing in the 724 Insurance subject matter expert to help me understand where these tools specifically enhance my portfolios, I've not only become a better planner, but my clients appreciate my value at a deeper level."
who we are
We operate with honesty, transparency, and the highest ethical standards.
We are open and honest in all our dealings, providing clear and straightforward information to our clients.
We are true to ourselves and our faith, living out our values with sincerity and purpose.
We give generously of our time, talent, and resources to help those in need and make a positive impact in our communities.
We believe in God and his plan for our lives, and we seek to honor him in all we do.
We believe in the power of community and strive to build strong relationships with our clients, partners, and fellow believers.
724 Capital, LLC | 2024
The privacy of our clients’ data is of paramount importance to us. Our privacy policy describes how client information is safeguarded: Privacy Policy.
To ensure you have all the information you need to make informed decisions, we disclose two key documents on our website: the Client Relationship Summary (CRS), offering a snapshot of our services and conduct, and Form ADV Part 2A, which dives deeper into our practices, fees, and potential conflicts of interest. CRS ADV Part 2A
Check the background of investment professionals on FINRA’s BrokerCheck.
Investment Adviser Representatives offering advisory services through 724 Capital, a registered investment adviser. Securities offered through Independent Financial Group, LLC (IFG), a registered broker dealer and a registered investment adviser. Member FINRA/SIPC. 724 Capital LLC and IFG are unaffiliated entities.
Licensed to sell securities in the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, MD, ME, MA, MI, MN, MO, NE, NH, NY, NC, ND, NV, NM, NJ, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY, and WV. Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.
© 724 Capital 2026