Canguru Capital Advisors

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Oceanside, California
CRD number
332797
Registered since
January 23, 2025

Firm profile

FINTRX

Overview

Canguru Capital Advisors is registered as a corporate advisory entity and is reported to have completed SEC registration in 2025. Ownership is listed as an individual owner and the firm's regulatory classification is recorded as unclassified. Public filings captured in the data indicate the firm does not operate as a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and does not function as a pension consultant or a related adviser. The firm has not supplied detail on its client base, fee structure, business activities, or advisory services in the source record. That absence limits visibility into its target clientele, service model, and investment approach based on the available dataset.

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
  • Heather Beatty

    Heather Beatty

    Founder and CEOCRD 5882406

  • Cynthia Aragon

    Independent ContractorCRD 4316747

Contacts

2 of 2
  • Aaron Jamieson

    Aaron Jamieson

    President, CCOCRD 5433142

  • Peter Galligan

    FinOpCRD 1873304

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Oceanside, CA

San Diego

Location

Oceanside, CA

Headquartered in Oceanside, CA, in the West of the United States.

Region
West
County
San Diego
Address
2182 S El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth