Kipling Capital, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Mill Valley, California
CRD number
41196
Registered since
April 23, 1998

Firm profile

FINTRX

Overview

Kipling Capital, Inc. is organized as a corporation with individual ownership. Publicly available records for the firm are sparse: it is classified as "Unclassified" and the dataset marks it as not a capital allocator, not an active ESG investor, not a pension consultant, not a related adviser, not a multi-state adviser, and not newly formed. The firm did not provide descriptions of its advisory or business activities, fee structure, or client base in the source material, so its target clients and service model are not documented here.

Assets & Accounts

Location & Offices

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

Contacts

3 of 7
  • Richard Hake

    Richard Hake

    Principal and FounderCRD 852030

  • Samuel Skinner

    Samuel Skinner

    Principal & DirectorCRD 1543650

  • Paul Roesler

    Paul Roesler

    Principal And Managing DirectorCRD 2324720

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Mill Valley, CA

Marin

Location

Mill Valley, CA

Headquartered in Mill Valley, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Marin
Address
100 Shoreline Hwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth