Falcon Square Capital, LLC
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 165225
- Registered since
- March 12, 2013
- Website
- www.falconsquarecapital.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Melissa Hoots
Chief Executive OfficerCRD 5392765
William Portwood
CFOCRD 4853700
Contacts
3 of 15
Chanel Vicini
DirectorCRD 5939418

Devon Cunningham
AnalystCRD 6199855

Braxton Wall
PartnerCRD 5557276
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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