FOLLA CAPITAL, LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
WILMINGTON, North Carolina
CRD number
305140
Registered since
November 5, 2020

Firm profile

FINTRX

Overview

Folla Capital, LLC is organized as a limited liability company and is listed as an SEC-registered investment adviser since 2020. FINTRX records indicate the firm is owned by an individual and is classified as "Unclassified" within that dataset, meaning it has not been assigned a more specific firm-type label in the source profile. The firm has not provided public details about its advisory services, client types, fee arrangements, or specific investment activities. FINTRX also notes that Folla Capital is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and does not operate as a pension consultant or a related adviser per the available profile flags. FINTRX lists two office locations for Folla Capital, LLC but does not disclose further location details in the record.

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
  • John Panaccione

    CEOCRD 7211958

  • Christopher Franklin

    Chief Financial Officer & Chief Compliance OfficerCRD 7208098

Contacts

2 of 2
  • Jake Dulle

    ManagerCRD 8172698

  • Donald Seifert

    Wealth StrategistCRD 2936785

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WILMINGTON, NC

NEW HANOVER

Location

WILMINGTON, NC

Headquartered in WILMINGTON, NC, in the South of the United States.

Region
South
County
NEW HANOVER
Address
3722 Shipyard Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth