ICG Capital Securities, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 169661
- Registered since
- April 2, 2014
Firm profile
FINTRXOverview
ICG Capital Securities, LLC is organized as a limited liability company and is individually owned. The firm is classified as "unclassified" in the source dataset and does not present itself as a capital allocator. It is not identified as an active ESG investor, is not described as a multistate adviser, and is not listed as a newly formed adviser. The dataset also indicates the firm does not serve as a pension consultant and is not recorded as a related adviser to another registered entity. The firm did not supply details about its advisory or business activities in the provided data, so its client focus, service offerings, and target market are not specified.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5
Ana Carter
Financial & Operations PrincipalCRD 4424794
Scott Upton
Managing DirectorCRD 2375370
Kushal Kapadia
Managing DirectorCRD 2791149
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 909 East Blvd
- Time zone
- ET (UTC-5)
- Office locations
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