What We Do

Fee Based Portfolio Management

At Prime Capital, every decision we make for our clients is rooted in integrity and transparency. Building on that foundation, we use our expertise combined with industry-leading tools and innovative solutions to deliver financial peace of mind to our clients.

At the core of our practice is our sense of responsibility to educate our clients on the current state of the markets and what that means for them. We also believe in clearly articulating the "why" behind our investment strategies, so that our clients are clear and confident about the choices we make for their financial success. We understand that every person’s situation is different and that no two clients have the same goals. That is why we believe in a customized approach for every investor.

Our local team has more than 65 years of experience in the industry, complementing each other with a specific area of expertise. Our collaborative approach gives us the depth and breadth of knowledge needed to deliver the individualized guidance you need on your road to financial success. By working as a team, we closely monitor changes in your circumstances, concerns, and objectives as they evolve throughout your lifetime. Our planning process involves close interaction and communication between team members, each having the same objective: to keep you and your individual financial goals our top priority.


About Us


We are a fee-based investment advisory firm located in the heart of downtown Clayton, North Carolina. As fiduciaries, we are always putting our clients’ best interests before our own. We serve as a trusted partner to people across North Carolina and the Mid-Atlantic. At Prime Capital, we operate with a client-centric approach. Our relationship with our clients comes first. We provide a transparent outlook for your financial success and actively manage a personal portfolio that serves you to achieve your life’s ambitions.

Mission


Whatever your life’s ambitions, we are dedicated to helping you finance your passions and lifestyle for the long term.

Integrity & Transparency

We strive to build our clients a multi-generational wealth plan that is designed to evolve as your family’s circumstances change. Our commitment to you is lifelong.


Wealth Management Services


Tax Planning
Estate Planning
Comprehensive Financial Planning
Generational Wealth Planning


Strategic Investment Management
Private Equity
Business Succession Planning
Retirement Income/Distribution Planning


Social Security Planning
Insurance Planning
Risk Management
Company Retirement Plans


Our Difference

Our motto has always been "Innovative, Nimble, Exceptional".


We pride ourselves on taking the time to educate our clientele with leading edge resources. Our clients gain valuable insight into sophisticated strategies delivered in a straightforward way, free from jargon. And lastly, we take a tactical approach to assisting our clientele to act on and execute their long-term financial plan.

With over 50 years of experience, our Rolodex runs deep with some of the most respected investment banks on Wall Street. From trading to research, we have access to the brightest minds, which is typically reserved for institutional investors. We open the spigot for our discerning clientele.

 

What Does It Cost To Work With Us?

We are a fee-based practice. Which means we are not influenced by product commission. As true fiduciaries, when our clients do better, we do better. Performance is a major factor in our lower fee model, aligning our success with that of our clients.

 

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Meet The Team

Rich Murray

Rich Murray - Managing Director

At the heart of Rich’s professional purpose is the motivation to do right by individual investors. Throughout his career, he has been a steadfast advocate for the individual investor, attentive to their goals and diligent in uncovering opportunities that are typically reserved for institutional investors. It’s this work ethic that has set Rich apart from other advisors.

He began his career at Piper Jaffray in Kansas City, Mo., trading new syndicate issues and over-the-counter stocks for a handful of well-known banking clients throughout the Midwest. Rich developed deep relationships within institutional channels. He ultimately chose to work for one of his largest clients, Jim and Marcus Jundt of Jundt Associates. During his tenure at Jundt, Rich successfully spearheaded distribution channels in the lower Midwest at major firms like Merrill Lynch, Morgan Stanley and UBS. He transitioned to Head of East Coast Sales dealing with high-net-worth advisors, executives and professional athletes.

His work had him traveling 200 days of the year, from Boca to Bangor and everywhere in between, a schedule that could wear down even the most rugged travelers. Rich decided it was time to take what he learned and apply it to his real passion – individual investors. In 2002, he teamed up with his business partner, Jim Hirst, to start Moores Creek Capital Partners in downtown Raleigh, N.C. Their relationship is often described as the gas and the brakes – in other words, Rich and Jim are the perfect balance for each other.

Rich is always searching for ways to deliver the absolute best service for his clients. That mindset led Rich and Jim to Prime Capital Investment Advisors, based in Overland Park. Kan. where they have found a group of like-minded professionals dedicated to delivering quality care for individual investors, plan sponsors, plan participants and partners. Today, Rich is Prime Capital’s Managing Director of the Carolinas and is as fiercely dedicated to the well-being of individual investors as ever.

Rich earned his bachelor’s degree in finance from Kansas State University. He holds his FINRA Series 65 registration Rich lives in Clayton, N.C. with his wife Joely and his two children, Bella and Jack. Rich enjoys cheering on his favorite college sports teams, especially Duke basketball, as well as the Kansas City Chiefs and the Boston Celtics. When he isn’t studying plays, he is mentoring and coaching his AAU basketball team throughout the Mid-Atlantic. He takes pride in teaching kids proper fundamentals and watching them succeed beyond the basketball court. His love of hoops can be traced back to his time as captain for Team USA (U-17), playing in Europe and Russia. His family is active in the Clayton community. They love exploring the history and the beaches of the Outer Banks. Rich and Joely worship at St. Anne’s Catholic Church in Johnston County.

jim hirst

Jim Hirst - Managing Director

Jim grew up in Southern Connecticut where he earned a degree in Economics from the Charles F. Dolan School of Business at Fairfield University, a small Catholic Jesuit university. After graduation, he began his career on the US government bond trade desk at Nomura Securities in New York City where he trained to become a bond trader. He then developed the international fixed income trade desk at Hornblower Fischer AG, a boutique investment firm headquartered in Frankfurt, Germany. From his office in the New York Stock Exchange building, Jim worked together with both institutional and individual clients worldwide, providing fixed income portfolio management strategies and trading in 66 international markets. He also provided institutional clients with access to syndicate when the IPO activity was very active in the late 1990's.

Jim used his institutional and international markets experience to help individual investors and qualified plans to manage their assets in ways that were previously available only to ultra-high net worth investors. As a partner at Prime Capital Investment Advisors, he now uses risk weighted strategies of fully transparent and highly diversified liquid investments to meet his clients' financial goals.

After over a decade on Wall Street, Jim moved to Apex, North Carolina with his wife Edalisse for a better quality of life. Jim loves live music, and has seen the Grateful Dead over 50 times. He enjoys weightlifting, running, and cardio fitness. He also enjoys billiards and is a bit of a bourbon snob. He is an avid fan of the Carolina Panthers, which has been a struggle of late, and has been a fan of the Carolina Hurricanes since their days in Hartford. He and his wife love the beach and spend much of their down time in the Wilmington area with friends. They worship at Hope Community Church in Raleigh.

Community Involvement

We Support our local Chamber

CCOC is on a mission. Advance - Elevate - Influence
We are a nonprofit civically engaged economic advancement organization led by the businesses that invest in our mission. The Clayton Chamber of Commerce (CCOC)'s mission is to ADVANCE business development, ELEVATE opportunities, and INFLUENCE the future of the Clayton area.
Learn More

Address: 410 E. Main Street
Clayton, NC 27520
Office Hours: Monday - Friday
8AM-4PM

Phone Number: (919) 614-2709
Email Address: tdozier@pciawealth.com

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