MEMPHIS CAPITAL

Broker-DealerFINRA MemberEst. 1985
Total AUM
Advisory reps
22
Avg account
$0

Firm details

Headquarters
MEMPHIS, Tennessee
CRD number
8564
Registered since
November 25, 1985

Firm profile

FINTRX

Overview

Memphis Capital is organized as a corporation and has been registered with the SEC since 1985. FINTRX classifies the firm as unclassified and identifies the owner type as a combination of a domestic entity and an individual. The profile contains very limited public information about the firm’s advisory activities, client segments, fee setup or business lines; FINTRX notes no disclosures for activities and affiliations. The database flags the adviser as a single-state operation (not a multi-state adviser) and not newly formed. There are also no indications that Memphis Capital serves as a capital allocator or that it pursues ESG-focused investing.

Assets & Accounts

Investments & Alternatives

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

2 of 2
  • JOEL BANES

    Chief Executive OfficerCRD 1279396

  • AARON RODRIGUEZ

    CFOCRD 5421965

Contacts

3 of 20
  • CARL MOERBE

    Managing DirectorCRD 2510214

  • Mario Ovelar

    Financial StrategistCRD 7506177

  • JACK PARATORE

    Financial StrategistCRD 356248

Unlock 17 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MEMPHIS, TN

SHELBY

Location

MEMPHIS, TN

Headquartered in MEMPHIS, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.

Metro area
Memphis-Forrest City, TN-MS-AR
Region
South
County
SHELBY
Address
6410 Poplar Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth