Source Capital Group
Source Capital Group is a privately held financial advisory firm headquartered in Westport, Connecticut, founded in 1992. It employs 101–250 people and is led by President David W. Harris, serving clients from a long-standing Connecticut-based advisory practice.
- Company typePrivate
- Founded1992
- HeadquartersWestport, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What Source Capital Group does
Source Capital Group is a privately held financial advisory firm headquartered in Westport, Connecticut, that has been in continuous operation since its founding in 1992. The firm employs between 101 and 250 people, placing it in the mid-market segment of U.S. financial advisory providers, and is led by David W. Harris, who serves as President. Its 30-plus year operating history is consistent with a mature, client-relationship-driven advisory practice serving the Fairfield County / greater Connecticut market and adjacent U.S. client base.
The firm operates as a for-profit, private company with no publicly disclosed ticker, parent entity, or subsidiaries. There is no publicly available information in the supplied data on its product set, fee structure, AUM, transaction volume, client segmentation, or specific advisory services (e.g., M&A advisory, capital markets, wealth management). Its stated web address, SourceGrp.com, is currently listed for resale on the HugeDomains marketplace rather than operating as a live corporate site, which limits what can be verified from primary digital channels.
Based on the available evidence, Source Capital Group appears to be a long-standing, mid-sized financial advisory firm whose core function is delivering advisory services to clients in the northeastern United States, with leadership continuity and a workforce size typical of established boutique or middle-market advisory practices. The absence of disclosed product, revenue, partnership, or technology data constrains further product-, pricing-, or growth-level analysis.
Source Capital Group firmographics
Firmographics- Name
- Source Capital Group
- Website
- https://sourcegrp.com
- Company type
- Private
- Founded year
- 1992
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Source Capital Group is a privately held financial advisory firm headquartered in Westport, Connecticut, founded in 1992. It employs 101–250 people and is led by President David W. Harris, serving clients from a long-standing Connecticut-based advisory practice.
- Ownership category
- akta.pro rank
Source Capital Group industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Depository Credit Intermediation (5221)
- SIC
- Loan Brokers (6163)
- akta.pro primary industry
- Corporate Finance & Capital Advisory (BPAHADAB)
- akta.pro secondary industries
- Project Finance Capital Raising Intermediation (FSAEALAJ), Middle-Market Lending (FSANADAI)
Keywords
Where Source Capital Group is headquartered
LocationHeadquarters
- HQ city
- Westport
- HQ country
- United States
- HQ region
- North America
Markets served
Source Capital Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations
Source Capital Group product offering
Product offeringCore offering
Source Capital Group is a financial advisory firm based in Connecticut that provides financial advisory services. The firm operates in the financial services sector with 101-250 employees. Specific product lines, service categories, and client engagement details are not evidenced in the available source data.
Differentiator
Problem solved
Functional benefit
Companies that use Source Capital Group
Customer profileIdeal customer profiles1 record
Source Capital Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Source Capital Group partnerships and signals
Strategic signalRecent moves2 records
Source Capital Group competitors and assessment
Company assessmentBroad incumbents
- Houlihan Lokey: Established middle-market M&A and capital markets advisory with deep product breadth including M&A, capital markets, and financial restructuring services; comparable to Source Capital Group in target clients and core advisory offerings but operating at much greater scale.
- B. Riley Financial: Multi-line financial services firm offering investment banking, advisory, and capital markets to middle-market clients; overlaps with Source Capital Group's advisory focus but operates at significantly larger scale across multiple business lines.
- Oppenheimer & Co. Full-service investment bank and broker-dealer offering M&A advisory, equity research, and capital raising to middle-market and growth clients; comparable in advisory offering targeting mid-cap issuers.
- Piper Sandler Companies: Full-service investment bank offering advisory and capital markets services to middle-market clients; comparable in target customers and advisory products though broader in scale and product breadth.
- Ladenburg Thalmann (now Ladenburg Thalmann Financial Services, Osaic): Independent wealth management and investment banking franchise focused on middle-market issuers and advisors; comparable advisory capabilities but distributed through a much broader retail wealth network.
Direct peers
- Chardan Capital Markets: Small-cap focused advisory and capital markets firm offering M&A and private placements; directly comparable as a boutique investment bank serving similar mid-market and emerging-growth clients.
- Lincoln International: Middle-market focused investment bank specializing in M&A advisory and capital raising; directly comparable as a relationship-driven, mid-market advisory firm serving similar corporate and private equity clients.
- EF Hutton (Dominari Securities): Small-cap focused full-service investment bank offering advisory, capital markets, and wealth management; comparable scale and product mix to Source Capital Group as a smaller competitor in the middle-market advisory space.
- Aegis Capital: Small- to mid-size full-service broker-dealer and investment bank providing advisory, equity capital markets, and wealth management; directly comparable in scale and product scope to a regional financial advisory like Source Capital Group.
- Janney Montgomery Scott: Philadelphia-based, employee-owned regional brokerage and investment bank providing advisory and capital-raising services to mid-market and high-net-worth clients in the Northeast; comparable in regional positioning and middle-market client focus.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks4 records
Key highlights4 records
Customer concentration
Source Capital Group social profiles
Digital presenceSource Capital Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Source Capital Group leadership team
Management profileNumber of profiles
Profiles1 record
Source Capital Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Source Capital Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Source Capital Group
What does Source Capital Group do?
Source Capital Group is a financial advisory firm based in Connecticut that provides financial advisory services. The firm operates in the financial services sector with 101-250 employees. Specific product lines, service categories, and client engagement details are not evidenced in the available source data.
When was Source Capital Group founded?
Source Capital Group was founded in 1992. It employs 101 to 250 people.
Where is Source Capital Group based?
Source Capital Group is headquartered in Westport, United States, in the North America region.
Who are Source Capital Group's main competitors?
Broad incumbents on record are Houlihan Lokey, B. Riley Financial, Oppenheimer & Co., Piper Sandler Companies and Ladenburg Thalmann (now Ladenburg Thalmann Financial Services, Osaic). Direct peers are Chardan Capital Markets, Lincoln International, EF Hutton (Dominari Securities), Aegis Capital and Janney Montgomery Scott.
Does Source Capital Group have an API?
No public API is recorded for Source Capital Group.
What industry is Source Capital Group in?
Source Capital Group's product category is Financial Advisory Services. Its primary akta.pro industry code is BPAHADAB, Corporate Finance & Capital Advisory, with a secondary code of FSAEALAJ, Project Finance Capital Raising Intermediation. Its NAICS code is 5221 and its SIC code is 6163.