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 organized as a limited liability company and has been registered with the SEC since 2011. Ownership on record includes both a domestic entity and an individual. The firm is classified as unclassified in the available datasets. The firm does not present itself as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, not newly formed, and is not recorded as a pension consultant or a related adviser. Several typical disclosure fields — including client base, fee structure, core business activities and specific advisory services — are not supplied in the material reviewed.

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

1 of 1
  • Barry Mione

    Barry Mione

    CEOCRD 1683147

Contacts

1 of 1
  • Stephen Roberts

    FinOpCRD 5328932

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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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