CULTIVATE CAPITAL GROUP, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
REDINGTON SHORES, Florida
CRD number
300634
Registered since
October 17, 2019

Firm profile

FINTRX

Overview

Cultivate Capital Group, LLC is organized as a limited liability company and is listed as an SEC-registered adviser since 2019. FINTRX classifies ownership as a combination of a domestic entity and an individual and places the firm in an unclassified category rather than under a standard advisory bucket. The snapshot data indicates several negative flags about the firm's stated scope: it is not identified as a capital allocator, does not self-report as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. FINTRX does not provide descriptive entries for the firm's client base, fee model, business activities, or advisory services, so public-facing information about the firm’s target clients and service offering is limited.

Assets & Accounts

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

1 of 1
  • Russell Bliss

    CEO & CCOCRD 3275831

Contacts

2 of 2
  • Mary Hottenroth

    Registered RepresentativeCRD 6600352

  • AUDRHEI ENCINAS

    AssistantCRD 6311042

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

REDINGTON SHORES, FL

PINELLAS

Location

REDINGTON SHORES, FL

Headquartered in REDINGTON SHORES, FL, in the South of the United States.

Region
South
County
PINELLAS
Address
17940 Gulf Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth