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 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

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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth