Generational Capital Markets Inc.

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Richardson, Texas
CRD number
145869
Registered since
May 2, 2008

Firm profile

FINTRX

Overview

Generational Capital Markets Inc. is organized as a corporation and is classified as an investment bank. The firm’s SEC registration dates to 2008. Ownership is listed as a combination of a domestic entity and individual ownership rather than institutional or foreign ownership. The record indicates the firm does not function as a capital allocator and is not an active ESG investor. It is also not identified as a multi-state adviser, pension consultant, newly formed adviser, or related adviser. Public disclosures do not detail the firm’s advisory activities, business lines, client segments, or fee structures. That absence, together with the investment bank classification and the lack of capital-allocation activity, suggests the firm’s primary activities are likely transactional or advisory rather than traditional discretionary asset management.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 13
  • Michael Goss

    Michael Goss

    Executive Manager DirectorCRD 7297668

  • Troy Blakely

    Troy Blakely

    Vice President, M&ACRD 7444970

  • Aaron Presley

    Aaron Presley

    Vice PresidentCRD 7853550

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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

Richardson, TX

Dallas

Location

Richardson, TX

Headquartered in Richardson, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
3400 N Central Expy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth