Cobalt Capital, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Lake Mary, Florida
CRD number
136161
Registered since
December 6, 2005

Firm profile

FINTRX

Overview

Cobalt Capital, Inc. is organized as a corporation with individual ownership. Public-facing records provide only a handful of firm attributes: it is classified as unclassified, it is not identified as a capital allocator, and it is not reported as an active ESG investor, pension consultant, related adviser, or multi-state adviser. The firm has not supplied information about its advisory services, fee schedules, target client segments, or investment process. The limited disclosure in source data prevents a clear read on how the firm sources mandates, structures portfolios, or uses outside managers. There are no firm-level details available about public holdings, alternative investments, family office services, or other capabilities that would normally inform manager selection or referral decisions.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Brian Megenity

    Brian Megenity

    Chief Compliance OfficerCRD 2889637

Contacts

3 of 6
  • Peter Mullen

    Peter Mullen

    Regional DirectorCRD 2259675

  • Pamela Ohab

    Pamela Ohab

    OwnerCRD 2700308

  • Mark Aitchison

    Mark Aitchison

    Director of Capital MarketsCRD 4754153

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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

Lake Mary, FL

Seminole

Location

Lake Mary, FL

Headquartered in Lake Mary, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Seminole
Address
801 International Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth