Prevail Capital LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Naples, Florida
CRD number
141322
Registered since
January 9, 2007

Firm profile

FINTRX

Overview

Prevail Capital LLC is an SEC-registered limited liability company that first registered in 2007. Public regulatory metadata classifies the firm as unclassified and identifies the owner type as a domestic entity and individual. The FINTRX snapshot does not list Prevail Capital as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Specifics about its advisory services, fee schedules, client types, or investment strategy are not provided in the profile data.

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

Owners & executives

1 of 1
  • Lisa Hulme

    Lisa Hulme

    President And CEOCRD 6113324

Contacts

3 of 3
  • Nicholas Hulme

    Registered RepresentativeCRD 6437708

  • Alexander Hulme

    Alexander Hulme

    Registered RepresentativeCRD 6437723

  • Alexander Mack

    FinOpCRD 4805607

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Naples, FL

Collier

Location

Naples, FL

Headquartered in Naples, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area
Cape Coral-Fort Myers-Naples, FL
Region
South
County
Collier
Address
7693 Citrus Hill Ln
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth