Network Capital

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Kalispell, Montana
CRD number
342019
Registered since
May 11, 2026
Fee structure
Percentage of AUM, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Network Capital is organized as a limited liability company that registered with the SEC in 2026. The firm reports an institutional client focus while its advisory offerings include financial planning and portfolio management for both individuals/small businesses and for businesses or institutions. Ownership is listed as individual and the firm is classified as unclassified in the dataset. Fee arrangements combine a percentage-of-AUM model with fixed fees. Network Capital identifies relationships with other financial industry entities, including a broker-dealer, another investment adviser, and a banking or thrift institution. The firm does not describe itself as an active ESG investor, and it is not flagged as a capital allocator or a multi-state adviser.

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

Contacts

1 of 1
  • Nicholas Klein

    Nicholas Klein

    Financial RepresentativeCRD 7700348

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Kalispell, MT

Flathead

Location

Kalispell, MT

Headquartered in Kalispell, MT, in the West of the United States.

Region
West
County
Flathead
Address
1001 S Main St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth