Capital Gain Securities Group, LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
313187
Registered since
August 20, 2021

Firm profile

FINTRX

Overview

Capital Gain Securities Group, LLC is organized as a limited liability company and appears in SEC records with registration dated 2021. Ownership is listed as a combination of a domestic entity and an individual. The firm's snapshot classifies it as "Unclassified" and indicates it is not a capital allocator, not an active ESG investor, not a multi-state adviser, and not designated as a related adviser or pension consultant. Publicly disclosed fields that typically describe fee arrangements, target client segments, and day-to-day advisory activities are not provided in the available snapshot, leaving the firm's business model and client focus unclear from the summary data.

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

Contacts

3 of 6
  • Alexander Charles Fenton

    MemberCRD 8188536

  • James Smith

    Registered RepresentativeCRD 4445632

  • Deborah Agerton

    Financial and Operations PrincipalCRD 4460597

Unlock 3 more contacts

Wealth teams

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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

Atlanta, GA

Dekalb

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Dekalb
Address
964 Eulalia Rd Ne
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth