Stonegate Capital Markets, Inc.

Broker-DealerFINRA MemberEst. 1972
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Dallas, Texas
CRD number
6376
Registered since
December 14, 1972

Firm profile

FINTRX

Overview

Stonegate Capital Markets, Inc. is organized as a corporation and is classified as an investment bank. The firm has been SEC-registered since 1972 and is owned by a combination of a domestic entity and an individual. The record does not disclose specific business or advisory lines; the firm is not identified as a capital allocator, a pension consultant, a related adviser, or an active ESG investor, and it is not registered as a multi-state adviser.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Jesse Shelmire

    Jesse Shelmire

    Co-CEO, PartnerCRD 1008550

Contacts

3 of 7
  • Scott Griffith

    Scott Griffith

    PartnerCRD 873111

  • David Storms

    David Storms

    Director of ResearchCRD 6668923

  • Zachary Amrein

    Zachary Amrein

    Managing DirectorCRD 7263467

Unlock 4 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
500 Crescent Ct
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth