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 structured as a limited liability company and has been SEC-registered since 2012. The firm is listed as owned by an individual and is recorded under an "unclassified" adviser designation in the source. Public disclosures provided to FINTRX are minimal: the firm's client base, fee schedule, core advisory activities and broader business lines are not described in the available data. Regulatory and operational flags captured in the source show that Capulent LLC is not identified as a capital allocator, does not self-report as an active ESG investor, is not a multi-state adviser, is not newly formed, and does not serve as a pension consultant or a related adviser.
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 5
David Hsu
Chief Compliance OfficerCRD 4140214

Edward Fernandez
President, CEOCRD 2956661
Justin Bachman
CEOCRD 6412695
Contacts
3 of 11Samantha 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
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