Falcon Square Capital, LLC

Broker-DealerFINRA MemberEst. 2013
Total AUM
—
Advisory reps
18
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 since 2013. The firm is owned by an individual and is classified in the dataset as “Unclassified.” Public-filing flags indicate it is not a capital allocator, does not identify as an active ESG investor, is not a multistate adviser, and is not tied to a related adviser or pension consulting activity. The firm did not provide details about its advisory activities, fee structure, client segments, or broader business activities in the source data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • William Portwood

    CFOCRD 4853700

  • Melissa Hoots

    Melissa Hoots

    Chief Executive Officer & Chief Compliance OfficerCRD 5392765

Contacts

3 of 16
  • Braxton Wall

    Braxton Wall

    PartnerCRD 5557276

  • Paul Gilbert

    Institutional SalesCRD 809391

  • Paul Hauf

    Sr. Vice PresidentCRD 2104371

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Wealth teams

FINTRX

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

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