Kipling Capital, Inc.

Broker-DealerFINRA MemberEst. 1998
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 a corporately organized SEC-registered investment adviser that has been on the SEC register since 1998. The firm is individually owned and listed as an "unclassified" adviser in the available snapshot. The record indicates Kipling Capital is not a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. The firm did not supply detail on its client segments, fee schedules, specific advisory services or core business activities in the source data. The absence of that information makes it difficult to assess the adviser’s target client types or service model from public records alone.

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
  • Shannon Dekker

    Shannon Dekker

    Director of OperationsCRD 6586227

  • Frederick Bigony

    Frederick Bigony

    President and ChairmanCRD 4870187

  • Paul Roesler

    Paul Roesler

    Principal And Managing DirectorCRD 2324720

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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