Barnabas Capital, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
26
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 a limited liability company that registered with the SEC in 2019 and is classified in FINTRX as a fund distributor. Ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. FINTRX indicates the adviser is not multi-state, not a pension consultant, and not marked as a related adviser. Public-facing detail on advisory activities, fee schedules, client segments, or specific lines of business was not provided in the source data. That lack of disclosure suggests Barnabas Capital operates with a narrow or specialized scope focused on distribution rather than portfolio management or direct capital allocation.

Assets & Accounts

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

Owners & executives

2 of 2
  • Kimberly Stanton

    Kimberly Stanton

    Chief Compliance OfficerCRD 6574919

  • Nicholas Ross

    Nicholas Ross

    Chief Distribution OfficerCRD 2626836

Contacts

3 of 24
  • David Neiman

    David Neiman

    Vice PresidentCRD 6674371

  • Nicholas Owens

    Nicholas Owens

    Vice President of SalesCRD 7696656

  • Michele Johnston

    Michele Johnston

    SVPCRD 3072258

Unlock 21 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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