Mallory Capital Group, LLC

Broker-DealerFINRA MemberEst. 2001
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Darien, Connecticut
CRD number
108486
Registered since
July 30, 2001

Firm profile

FINTRX

Overview

Mallory Capital Group, LLC is organized as a limited liability company and has been SEC-registered since 2001. Public profile fields classify the firm as “unclassified” and identify the owner type as both a domestic entity and an individual. The firm’s profile indicates it is not a capital allocator, does not self-identify as an active ESG investor, and is not registered as a multi-state adviser; it likewise shows no designation as a pension consultant or related adviser. The available public information does not include detail on investment strategy, target client segments, advisory services offered, or fee schedules. That lack of disclosure in the dataset limits visibility into how the firm sources managers, constructs portfolios, or positions itself relative to other RIAs.

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

Owners & executives

1 of 1
  • Bryan Smith

    Bryan Smith

    CEOCRD 7430811

Contacts

3 of 6
  • Albert Weymann

    Albert Weymann

    PrincipalCRD 1248304

  • Robert Burnat

    FinOpCRD 1262266

  • John Ireland

    John Ireland

    Managing DirectorCRD 3116346

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Darien, CT

Fairfield

Location

Darien, CT

Headquartered in Darien, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
62 Deepwood Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth