Focused on the crossroads of insurance,
healthcare services, investment services,
and the technologies that serve those sectors.
was acquired by
Financial Advisor to Crossvault Capital Mangement, LLC June 2022
Crossvault Capital Management Has Been Acquired By Prime Capital Investment Advisors
Industry: Investment Services

New York, NY, July 1, 2022– Park Sutton Advisors, LLC (“PSA”) is pleased to have represented Crossvault Capital Management (“Crossvault”) on its acquisition by Prime Capital Investment Advisors (“PCIA”), a leading registered investment adviser (“RIA”) headquartered in Overland Park, Kansas with over $20 billion in assets under management and advisement (“AUM/A”). Headquartered in San Antonio, Texas, Crossvault is a woman-led, independent RIA focused on customized investment advisory for high-net-worth individuals and manages $440 million in assets.

“At PCIA, we are proving that recruiting the highest-quality businesses and improving diversity are not mutually-exclusive endeavors. With this new addition of Crossvault and other additions we’ve made over the past few years, we are demonstrating that a firm can have it all. This is just one reason why we have made a commitment to recruiting female-owned businesses,” said Glenn Spencer, CEO of PCIA.

Park Sutton Founder and Managing Director, Steven Levitt, who led the transaction, said, “We continue to see an increasing number of firms seeking to expand their wealth services to clients, such as financial planning, tax consulting, trust, and estate work, all under one roof. It was a pleasure to partner with Laura, Marilou, and Sarah who are all San Antonio locals. PCIA and they will be a powerful combination in the geography.”