PLEXUS ENERGY CAPITAL, LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
LITTLETON, Colorado
CRD number
138263
Registered since
April 24, 2006

Firm profile

FINTRX

Overview

Plexus Energy Capital, LLC is organized as a limited liability company and is recorded as an SEC-registered adviser since 2006. FINTRX classifies the firm as "Unclassified" and identifies ownership as involving a domestic entity and individual interests. The firm's profile in FINTRX indicates it is not positioned as a capital allocator and does not self-identify as an active ESG investor, multi-state adviser, pension consultant, related adviser, or a newly formed adviser. Public disclosures through FINTRX are sparse: fields for client base, fee structure, business activities and advisory activities were left blank, and the firm provided no summary of affiliations or external activities. That lack of descriptive data limits what can be said about Plexus Energy Capital’s target clients, service model, or investment focus from these records alone.

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

Contacts

3 of 3
  • Scott Stewart

    FinOpCRD 6977422

  • WAYNE WILLIAMSON

    Managing PartnerCRD 5062563

  • FREDERICK BALOUTCH

    DirectorCRD 4726646

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LITTLETON, CO

JEFFERSON

Location

LITTLETON, CO

Headquartered in LITTLETON, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
JEFFERSON
Address
8859 W Crestline Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth