Phillip Capital Inc.
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 173869
- Registered since
- September 1, 2015
- Website
- www.phillipcapital.com
Firm profile
FINTRXOverview
Phillip Capital Inc. is a corporate entity registered with the SEC in 2015. FINTRX classifies the firm as unclassified and lists its ownership as a combination of a foreign entity and an individual. The record indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. It is not registered as a multi-state adviser and is not listed as a pension consultant or related adviser in the available data. The firm has not supplied descriptive details about its client base, fee schedule, business activities, or the scope of its advisory services. FINTRX also records that Phillip Capital Inc. has not provided information about activities or third‑party affiliations, so public-facing disclosure about its operating model and service offerings is limited.
Assets & Accounts
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
3 of 4
Filippo Lecchini
Chief Executive OfficerCRD 5875701
Derek Carter
Chief Financial OfficerCRD 4261872
Cameron Frazier
CEO and DirectorCRD 6420648
Contacts
3 of 23Luke Herr
Compliance AnalystCRD 7889688

Rabih Rifai
Vice PresidentCRD 5344883
Laura Chia
Senior ManagerCRD 7319836
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 141 W Jackson Blvd
- Time zone
- CT (UTC-6)
- Office locations
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