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 a limited liability company that has been SEC-registered since 2011. FINTRX classifies the ownership as a mix of a domestic entity and an individual. The dataset does not provide detail on specific advisory services, target client segments, or investment strategies, and the firm is listed as "Unclassified" in the snapshot metadata. The firm's regulatory profile includes several negative flags that help characterize its footprint: it is not identified as a capital allocator, it is not an active ESG investor, it does not operate as a multi-state adviser, and it is not designated as a pension consultant or a related adviser. Those attributes, combined with the limited public disclosures, suggest Kapitall Generation operates with a narrow or nonstandard public footprint compared with typical SEC-registered RIAs.

Assets & Accounts

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

    CEOCRD 1683147

Contacts

1 of 1
  • STEPHEN ROBERTS

    FinOpCRD 5328932

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth