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 is registered with the SEC as of 2022. The firm is categorized as unclassified and is owned by a combination of a domestic entity and an individual. Publicly disclosed attributes indicate it does not self-identify as a capital allocator, is not an active ESG investor, and does not operate as a multi-state adviser or pension consultant. The firm has provided minimal detail on its advisory activities, client types, fee schedule, or business lines. The limited public footprint and recent SEC registration suggest this is a small or nascent advisory operation. Available records do not identify related advisers or other affiliations.

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
  • Joel Kleiner

    Joel Kleiner

    FinOpCRD 7450898

  • Douglas Thierman

    PrincipalCRD 6130085

  • Charles Smulevitz

    Charles Smulevitz

    Senior Compliance ManagerCRD 5099387

Unlock 4 more contacts

Wealth teams

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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