Memphis Capital
Firm details
- Headquarters
- Memphis, Tennessee
- CRD number
- 8564
- Registered since
- November 25, 1985
- Website
- www.memphiscapital.com
Firm profile
FINTRXOverview
Memphis Capital is organized as a corporation and has been registered with the SEC since 1985. Ownership is recorded as a combination of a domestic entity and an individual. Filings classify the firm as unclassified and indicate it does not operate as a multi-state adviser, pension consultant, related adviser, or capital allocator. The firm also does not identify itself as an active ESG investor. The dataset provides no further narrative on target clients, fee schedules, or specific advisory activities.
Assets & Accounts
Investments & Alternatives
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
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
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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