KAPITALL GENERATION, LLC
Firm details
- Headquarters
- DAVENPORT, Florida
- CRD number
- 153157
- Registered since
- August 23, 2011
Firm profile
FINTRXOverview
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
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 1BARRY 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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