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 organized as a limited liability company and is SEC-registered with an initial registration date in 2007. FINTRX classifies the firm as "Unclassified." Ownership is listed as a combination of a domestic entity and an individual. Available records show Prevail Capital is not designated as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. The firm is not marked as a pension consultant, a newly formed adviser, or a related adviser to another advisory entity. Details about its client segments, fee schedules, and day-to-day advisory activities were not provided in the source data.

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

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