Carnes Capital Corporation

Broker-DealerFINRA MemberEst. 1985
Total AUM
—
Advisory reps
12
Avg account
$0

Firm details

Headquarters
Naples, Florida
CRD number
16187
Registered since
March 12, 1985

Firm profile

FINTRX

Overview

Carnes Capital Corporation is a corporation that has been registered with the SEC since 1985. The firm's ownership is recorded as a domestic entity/individual and its regulatory classification is listed as unclassified. FINTRX data indicates the firm does not act as a capital allocator, is not an active ESG investor, and is not identified as a pension consultant or related adviser. The record also lists the adviser as not newly formed. The snapshot provides no detail on the firm's advisory activities, fee structure, client segments, or investment focus. No affiliations or industry awards were listed in the available information.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Jeffrey Fortier

    Jeffrey Fortier

    Chief Executive Officer, Wealth ManagementCRD 3110593

  • Jano Janoyan

    CEOCRD 2627238

Contacts

3 of 10
  • Max Deifik

    Max Deifik

    Vice President of Client ServicesCRD 5396628

  • Steven Tarr

    Vice President of TradingCRD 4008924

  • Richard Gosselin

    AssociateCRD 4289437

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Naples, FL

Collier

Location

Naples, FL

Headquartered in Naples, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area
Cape Coral-Fort Myers-Naples, FL
Region
South
County
Collier
Address
8889 Pelican Bay Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth