WEINBERG CAPITAL GROUP, INC.

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PEPPER PIKE, Ohio
CRD number
163661
Registered since
March 30, 2012

Firm profile

FINTRX

Overview

Weinberg Capital Group, Inc. is an independent registered investment advisor formed in 2012 that functions primarily as a capital allocator and sponsor of pooled investment vehicles. The firm operates as a corporate entity with individual ownership and is active in sponsor, general partner and managing‑member roles rather than functioning as a multi‑state retail advisory platform. Weinberg Capital Group does not identify as an active ESG investor. The firm’s public profile and activity point to a manager-centric model: creating and running private funds, sourcing deal flow, and overseeing portfolio companies through pooled vehicles. That emphasis on fund sponsorship and GP responsibilities suggests Weinberg focuses its resources on originating, structuring and managing illiquid investments rather than on traditional advisory relationships with numerous individual clients.

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

Contacts

2 of 2
  • RONALD (CHIP) WEINBERG

    Managing PartnerCRD 6049056

  • RONALD WEINBERG

    Founder and PartnerCRD 461770

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PEPPER PIKE, OH

CUYAHOGA

Location

PEPPER PIKE, OH

Headquartered in PEPPER PIKE, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
CUYAHOGA
Address
30195 Chagrin Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth