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 registered with the SEC (registration date 2020). The firm is owned by an individual and is classified in the source data as "unclassified" rather than under a standard advisory category. The profile indicates the adviser does not operate as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant or related adviser. The dataset does not include descriptions of the firm's fee model, client types, specific business activities, or advisory services offered.

Assets & Accounts

Location & Offices

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
  • Christopher Franklin

    Christopher Franklin

    Chief Financial Officer & Chief Compliance OfficerCRD 7208098

  • John Panaccione

    John Panaccione

    CEOCRD 7211958

Contacts

2 of 2
  • Donald Seifert

    Wealth StrategistCRD 2936785

  • Jake Dulle

    Jake Dulle

    ManagerCRD 8172698

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