Kapitall Generation, LLC
Firm details
- Headquarters
- Davenport, Florida
- CRD number
- 153157
- Registered since
- August 23, 2011
Firm profile
FINTRXOverview
Kapitall Generation, LLC is an SEC-registered limited liability company first registered in 2011. FINTRX classifies the firm as unclassified and lists its owner type as both a domestic entity and an individual. The record provides very limited detail about the firm's business model, client base, or advisory activities. Available registry fields indicate Kapitall Generation is not identified as a capital allocator, does not report active ESG investing, is not registered as a multistate adviser, and is not marked as a pension consultant or related adviser. FINTRX contains no further public disclosures about investment strategies, target clients, or fee arrangements.
Assets & Accounts
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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