CAPULENT LLC
Firm details
- Headquarters
- PHOENIX, Arizona
- CRD number
- 155155
- Registered since
- January 19, 2012
- Website
- www.capulent.com
Firm profile
FINTRXOverview
Capulent LLC is organized as a limited liability company and has been SEC-registered since 2012. FINTRX classifies the firm as unclassified and lists the owner type as an individual. The profile indicates the firm is not a capital allocator, is not an active ESG investor, and is not designated as a pension consultant or related adviser. FINTRX contains no substantive disclosures about the firm’s advisory activities, fee model, client segments, or external affiliations.
Assets & Accounts
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 5DAVID HSU
Chief Compliance OfficerCRD 4140214
EDWARD FERNANDEZ
President, CEOCRD 2956661
JUSTIN BACHMAN
CEOCRD 6412695
Contacts
3 of 12SAMANTHA RODE
Registered RepresentativeCRD 5895067
Joshua Vandesteeg
Registered RepresentativeCRD 7296462
Noah Barrette
SalespersonCRD 7563535
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PHOENIX, AZ
MARICOPA
Location
PHOENIX, AZ
Headquartered in PHOENIX, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 3200 E Camelback Rd
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
VENTUREAIDE CAPITAL, LLC
Broker-DealerPHOENIX, AZ
TAG WEALTH MANAGEMENT, LLC
Broker-DealerPHOENIX, AZ
CCO CAPITAL, LLC
Broker-DealerPHOENIX, AZ
DINAN CAPITAL ADVISORS
Broker-DealerPHOENIX, AZ
BFP SECURITIES, LLC
Broker-DealerScottsdale, AZ
BENEFIT FINANCE SECURITIES, LLC
Broker-DealerScottsdale, AZ