Kapitall Generation, LLC
Firm details
- Headquarters
- Davenport, Florida
- CRD number
- 153157
- Registered since
- August 23, 2011
Firm profile
FINTRXOverview
Kapitall Generation, LLC is organized as a limited liability company and has been registered with the SEC since 2011. Its ownership is listed as a combination of a domestic entity and an individual. The firm is classified as “Unclassified” in the source data, and several common advisory roles—capital allocator, pension consultant, related adviser—are not indicated for this entity. Public filings and the provided snapshot do not list the firm as an active ESG investor, and it is not identified as a multi-state adviser. The data fields for fee structure, specific business activities, and advisory offerings are blank in the source material, so there is no disclosed detail on client segments, services, or investment mandate from the record provided.
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
Owners & executives
1 of 1
Barry Mione
CEOCRD 1683147
Contacts
1 of 1Stephen Roberts
FinOpCRD 5328932
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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