PATRICK CAPITAL MARKETS, LLC

Broker-DealerFINRA MemberEst. 1985
Total AUM
Advisory reps
37
Avg account
$0

Firm details

Headquarters
SAINT LOUIS, Missouri
CRD number
16518
Registered since
July 12, 1985

Firm profile

FINTRX

Overview

Patrick Capital Markets, LLC is organized as a limited liability company and has been SEC-registered since 1985. The snapshot identifies ownership as a combination of a domestic entity and an individual, and the firm is listed under an unclassified designation in the available data. The firm's profile indicates it is not recorded as a capital allocator and does not identify as an active ESG investor. It is also not flagged as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser. Key details such as client types, fee structure and specific advisory activities were not provided in the dataset.

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

2 of 2
  • RYAN KLUMP

    Chief Operating OfficerCRD 4762698

  • ROBERT WELLINGTON

    Chief Operating OfficerCRD 5600454

Contacts

3 of 35
  • JASON PUESCHEL

    Managing DirectorCRD 2257351

  • Terrance Webster

    Compliance OfficerCRD 6826889

  • DAVID STIEBER

    Co-Founder and Managing DirectorCRD 4178089

Unlock 32 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

SAINT LOUIS, MO

SAINT LOUIS

Location

SAINT LOUIS, MO

Headquartered in SAINT LOUIS, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
SAINT LOUIS
Address
11152 S Towne Sq
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth