Farkas Capital

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Miami Beach, Florida
CRD number
317570
Registered since
November 10, 2022

Firm profile

FINTRX

Overview

Farkas Capital is organized as a limited liability company and appears in SEC records with a registration date of 2022. FINTRX classifies the firm as unclassified and records its owner type as a combination of a domestic entity and an individual. The profile indicates the firm does not act as a capital allocator, is not identified as an active ESG investor, and is not registered as a multi-state adviser. Other registry flags in the FINTRX snapshot note that it is not listed as a pension consultant or related adviser. Public disclosures in the FINTRX entry are minimal: there are no details provided about the firm’s advisory activities, business lines, client segments, or fee structure.

Assets & Accounts

Location & Offices

Investment profile

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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

Contacts

3 of 7
  • Charles Smulevitz

    Charles Smulevitz

    Senior Compliance ManagerCRD 5099387

  • Douglas Thierman

    PrincipalCRD 6130085

  • Joel Kleiner

    Joel Kleiner

    FinOpCRD 7450898

Unlock 4 more contacts

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

Miami Beach, FL

Miami Dade

Location

Miami Beach, FL

Headquartered in Miami Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
407 Lincoln Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth