Kapitall Generation, LLC

Broker-DealerFINRA MemberEst. 2011
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 an SEC-registered limited liability company that first registered in 2011. The firm's ownership is listed as a combination of a domestic entity and an individual. Public records supplied to FINTRX offer minimal detail about the firm's business lines or client focus: classification is unlisted and standard descriptors such as advisory activities, fee structure, and client base were not provided. Regulatory attributes in the snapshot indicate the firm does not present itself as a capital allocator, is not identified as an active ESG investor, and is not registered as a multi-state adviser or pension consultant. The available metadata also identifies the adviser as neither newly formed nor affiliated as a related adviser, suggesting a standalone structure with limited public disclosures.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • Barry Mione

    Barry Mione

    CEOCRD 1683147

Contacts

1 of 1
  • Stephen Roberts

    FinOpCRD 5328932

Wealth teams

FINTRX

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

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