ACCIAL CAPITAL MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MIAMI, Florida
CRD number
305587
Registered since
January 6, 2023

Firm profile

FINTRX

Overview

Accial Capital Management LLC is a limited liability company that registered with the SEC in 2023. Public filings classify the firm as Unclassified and list ownership elements that include a domestic entity, a foreign entity and an individual. The firm is not identified as a capital allocator, does not report active ESG investing, and is not described as a multi-state adviser or pension consultant. Regulatory and affiliation data indicate Accial Capital serves as a sponsor and as the general partner/managing member of pooled investment vehicles. That positioning suggests the firm’s primary activity is fund sponsorship and direct management of pooled investments rather than running a traditional advisory practice serving retail client accounts.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • Jared Miller

    Chief Executive OfficerCRD 7666877

Contacts

2 of 2
  • LANSING DAVIS

    Managing PrincipalCRD 6032557

  • RICHARD ARNEY

    Board of DirectorsCRD 4610781

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
801 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth