Acalyx Advisors Inc.

Broker-DealerFINRA MemberEst. 2015
Total AUM
—
Advisory reps
12
Avg account
$0

Firm details

Headquarters
Arlington, Virginia
CRD number
174667
Registered since
June 29, 2015
Website
acalyx.com

Firm profile

FINTRX

Overview

Acalyx Advisors Inc. is a corporation that has been SEC-registered since 2015 and is identified in filings as functioning primarily as a placement agent rather than as a discretionary capital allocator. Ownership is listed as a mix of a domestic entity and an individual. The firm does not present itself as an active ESG investor and is not characterized as a multi-state adviser or pension consultant in the available records.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Joseph Mcdonald

    Joseph Mcdonald

    Chief Executive OfficerCRD 5329122

Contacts

3 of 11
  • Jennifer Rinehart

    Jennifer Rinehart

    Founder & Senior AdvisorCRD 3265973

  • Sally Gibb

    Sally Gibb

    PartnerCRD 5091836

  • Curtis Lawhorn

    Curtis Lawhorn

    PartnerCRD 5344725

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Arlington, VA

Arlington

Location

Arlington, VA

Headquartered in Arlington, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Arlington
Address
4201 Wilson Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth