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 owned by an individual. Public disclosures classify the firm as "unclassified" and provide very limited detail about its business model or client-facing activities. Available flags indicate the firm is not identified as a capital allocator, is not an active ESG investor, and is not listed as a pension consultant or related adviser. The firm has not supplied descriptions of its advisory services, target client segments, fee structure, or typical investment approach. That sparse disclosure makes it difficult to characterize how Cobalt Capital positions itself in the wealth-management market or what capabilities it markets to potential clients.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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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