Prevail Capital LLC
Firm details
- Headquarters
- Naples, Florida
- CRD number
- 141322
- Registered since
- January 9, 2007
Firm profile
FINTRXOverview
Prevail Capital LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered adviser since 2007. The firm is listed with an owner type described as both a domestic entity and an individual and is categorized in the dataset as "unclassified" rather than under a conventional RIA subtype. Registry flags in the profile are sparse: Prevail Capital is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and is not marked as a related adviser. The record also indicates it is not newly formed. The dataset does not include details on the firm’s client segments, fee schedules, advisory services, or specific business activities.
Assets & Accounts
Location & Offices
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
1 of 1
Lisa Hulme
President and CEOCRD 6113324
Contacts
3 of 3Nicholas Hulme
Registered RepresentativeCRD 6437708
Alexander Hulme
Registered RepresentativeCRD 6437723
Alexander Mack
FinOpCRD 4805607
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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