Falcon Square Capital, LLC

Broker-DealerFINRA MemberEst. 2013
Total AUM
Advisory reps
17
Avg account
$0

Firm details

Headquarters
Raleigh, North Carolina
CRD number
165225
Registered since
March 12, 2013

Firm profile

FINTRX

Overview

Falcon Square Capital, LLC is organized as a limited liability company and is registered with the SEC (initial registration in 2013). According to the available snapshot data the firm is owned by an individual and is classified as unclassified in the dataset. The record indicates the firm does not operate as a capital allocator, is not identified as an active ESG investor, and is not listed as a multi-state or newly formed adviser; it is also not characterized as a pension consultant or related adviser. Public disclosures about the firm's business model, client types, fee structure, and specific advisory activities are minimal in the source data. The limited profile suggests there is little publicly reported information on how the firm positions its services or the target client segments it serves.

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

2 of 2
  • Melissa Hoots

    Melissa Hoots

    Chief Executive OfficerCRD 5392765

  • William Portwood

    CFOCRD 4853700

Contacts

3 of 15
  • Chanel Vicini

    Chanel Vicini

    DirectorCRD 5939418

  • Devon Cunningham

    Devon Cunningham

    AnalystCRD 6199855

  • Braxton Wall

    Braxton Wall

    PartnerCRD 5557276

Unlock 12 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Raleigh, NC

Wake

Location

Raleigh, NC

Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
Wake
Address
3701 Lake Boone Trl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth