Capis
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 7551
- Registered since
- December 22, 1977
- Website
- www.capis.com
Firm profile
FINTRXOverview
Capis is organized as a corporation and has been SEC-registered since 1977. Ownership is listed as a mix of a domestic entity and individuals. The firm’s internal classification is recorded as unclassified, and available fields indicate it does not operate as a capital allocator, is not an active ESG investor, and is not designated as a multi-state or newly formed adviser. The firm did not supply narrative detail about business activities, advisory services, or affiliations in the source dataset. That absence limits visibility into target client segments, fee schedules, or the types of investment mandates the firm pursues.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 6
Thomas Kicak
Chief Compliance OfficerCRD 1441596
Paul Schmid
Independent ContractorCRD 1977228

Benin Huseinbegovic
Chief Financial OfficerCRD 4806696
Contacts
3 of 40Jorgen Heidemann
Managing DirectorCRD 1042114
David Zigon
Senior Equity TraderCRD 2598243

Stephanie Deroy
Operations SupervisorCRD 4221083
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 1700 Pacific Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Valkyrie Equities Corporation
Broker-DealerDallas, TX
Nexpoint Securities, Inc.
Broker-DealerDallas, TX
Perryman Securities, Inc.
Broker-DealerDallas, TX
Commerce Street Capital, LLC
Broker-DealerDallas, TX
Smith Capital Markets, LLC
Broker-DealerDallas, TX
ACC Securities, LLC
Broker-DealerDallas, TX