Unclaimed Profile

James Dwight Hiles

FIRST CAPITAL ADVISORS GROUP, LLC·BLUE BELL, Pennsylvania

SIE, Series 7, Series 24, Series 63ChFC23 years registeredFIRST CAPITAL ADVISORS GROUP, LLC

512 EAST TOWNSHIP LINE ROAD, BLUE BELL, PA 19422CRD# 1268480Firm CRD# 281322

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Dwight Hiles · BLUE BELL, PA

Registration

CRD #1268480 · FIRST CAPITAL ADVISORS GROUP, LLC · 23 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Sep 2023 – present

FIRST CAPITAL ADVISORS GROUP, LLC

Dec 2015 – Oct 2023

Little Silver, NJ

CANTOR FITZGERALD WEALTH PARTNERS, LLC

Sep 2013 – Nov 2015

SHREWSBURY, NJ

MARINER WEALTH ADVISORS, LLC

Mar 2011 – Jan 2014

OVERLAND PARK, KS

CBIZ WEALTH MANAGEMENT, LLC

May 2010 – May 2011

CLEVELAND, OH

CBIZ RETIREMENT PLAN SERVICES

Sep 2004 – Dec 2011

NEW YORK, NY

CAPITAL ANALYSTS, INCORPORATED

Dec 2002 – Jun 2004

FAIR HAVEN, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · December 18, 2002

Years registered · 23

Professional designation · ChFC

Disclosure History

2021Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FIRST CAPITAL ADVISORS GROUP, LLC

CRD 281322 · SEC 801-106606

AUM

$343M

Regulatory assets under management

Employees

230 client accounts

Services offered by FIRST CAPITAL ADVISORS GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FIRST CAPITAL ADVISORS GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does James Dwight Hiles offer?

James Dwight Hiles specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BLUE BELL, Pennsylvania for a consultation.

What are James Dwight Hiles's credentials?

James Dwight Hiles holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is James Dwight Hiles located?

James Dwight Hiles is based in BLUE BELL, Pennsylvania, working with FIRST CAPITAL ADVISORS GROUP, LLC. Their office serves clients in the BLUE BELL metropolitan area and surrounding communities.

How does James Dwight Hiles charge for services?

James Dwight Hiles's firm is compensated through percentage of aum, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRST CAPITAL ADVISORS GROUP, LLC?

FIRST CAPITAL ADVISORS GROUP, LLC has approximately 10 employees and manages $343M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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