Capital Gain Securities Group, LLC

Broker-DealerFINRA Member
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 with ownership recorded as a combination of a domestic entity and an individual. Industry snapshots categorize the firm as "Unclassified." The same summary indicates the firm is not positioned as a capital allocator, does not identify as an ESG investor, and is not listed as a multi-state adviser, pension consultant, or related adviser. The available profile does not lay out a clear client focus, fee schedule, or detailed advisory activities, and public-facing information on investment strategy and product mix is limited.

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
  • Deborah Agerton

    FinOpCRD 4460597

  • Bruce Fenton

    Bruce Fenton

    Founder, Managing DirectorCRD 2286983

  • James Smith

    Registered RepresentativeCRD 4445632

Unlock 3 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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