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. Ownership on record includes both a domestic entity and an individual. The firm is classified as unclassified in the available datasets. The firm does not present itself as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, not newly formed, and is not recorded as a pension consultant or a related adviser. Several typical disclosure fields — including client base, fee structure, core business activities and specific advisory services — are not supplied in the material reviewed.
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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