BARNABAS CAPITAL, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
24
Avg account
$0

Firm details

Headquarters
Charlotte, North Carolina
CRD number
297890
Registered since
February 6, 2019

Firm profile

FINTRX

Overview

Barnabas Capital, LLC is registered as a limited liability company and is SEC-registered since 2019. Public records identify the owner type as a combination of a domestic entity and an individual and classify the firm as unclassified for the purpose of the available dataset. The record does not provide descriptions of specific advisory services, target client segments, fee schedules, or business activities. Regulatory-designation fields in the dataset flag that Barnabas Capital is not recorded as a capital allocator and it is not identified as an active ESG investor. The firm is not listed as a multi-state adviser, and it is not flagged as a pension consultant or a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

2 of 2
  • Kimberly Stanton

    Chief Compliance OfficerCRD 6574919

  • NICHOLAS ROSS

    Chief Distribution OfficerCRD 2626836

Contacts

3 of 22
  • David Neiman

    Vice PresidentCRD 6674371

  • Nicholas Owens

    Vice President of SalesCRD 7696656

  • MICHELE JOHNSTON

    SVPCRD 3072258

Unlock 19 more contacts

Wealth teams

FINTRX

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

Charlotte, NC

MECKLENBURG

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
MECKLENBURG
Address
227 W Trade St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth