Kapitall Generation, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Davenport, Florida
CRD number
153157
Registered since
August 23, 2011

Firm profile

FINTRX

Overview

Kapitall Generation, LLC is organized as a limited liability company and is reported to be owned by a combination of a domestic entity and an individual. Regulatory-summary fields classify the firm as "unclassified" rather than assigning it to a more specific adviser category. The firm is not identified in the available data as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Disclosure fields for client base, fee structure, business activities, and advisory activities are blank in the available record, leaving limited public information about the firm’s target clients or operating model.

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Davenport, FL

Polk

Location

Davenport, FL

Headquartered in Davenport, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Polk
Address
1415 Bunker Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth