5TH LEVEL CAPITAL MANAGEMENT

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
RED OAK, Texas
CRD number
285071

Firm profile

FINTRX

Overview

5th Level Capital Management is organized as a limited liability company with an individual owner. The firm is recorded in FINTRX as unclassified and does not appear to operate as a multi-state adviser or a pension consultant. It is not identified as an active ESG investor, is not flagged as a capital allocator, and is not listed as a related adviser to another entity. SEC registration year is not provided in the available data. FINTRX does not supply details about the firm’s day-to-day advisory activities or client segments.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Terry Trayvick

    General PartnerCRD 6737949

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

RED OAK, TX

ELLIS

Location

RED OAK, TX

Headquartered in RED OAK, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
ELLIS
Address
421 Century Way
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth