Full Sail Capital

Full Sail Capital is a wealth management firm dedicated to helping high net worth individuals and families grow and manage generational wealth. The firm operates in the financial services market, providing customized wealth strategies that are tailored to meet the specific needs and goals of its clients. The business model revolves around offering personalized financial planning and investment management services, ensuring that clients receive a comprehensive roadmap to achieve their financial aspirations. Full Sail Capital generates revenue through advisory fees, which are based on the assets under management. The firm employs a team of experienced professionals, including David T. Stanley, the CEO and founding principal, who emphasizes excellence, transparency, and integrity in client interactions. Dexter Wise, an investment analyst, applies a rational, evidence-based investing approach to maximize returns, allowing clients to focus on what matters most to them. Max Rhodes, the chief compliance officer, ensures a disciplined approach to asset management, enhancing the client experience through a technology-based, team-oriented strategy. George Cohlmia, a team member since 2018, focuses on assisting young adults at the beginning of their wealth planning journey. Full Sail Capital's competitive advantage lies in its intentional, personalized approach to wealth management, supported by a strong team and a commitment to client satisfaction.

Keywords: wealth management, high net worth, customized strategies, financial planning, investment management, advisory fees, evidence-based investing, compliance, client experience, generational wealth.