521 CAPITAL GROUP, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
JUPITER, Florida
CRD number
338638

Firm profile

FINTRX

Overview

521 Capital Group, LLC is organized as a limited liability company and is reported as an individually owned, unclassified advisory entity. Public filings provide minimal operational detail: the firm is not identified as a capital allocator, is not registered as a multi-state adviser, is not an active ESG investor, and is not listed as a pension consultant or related adviser. There are no published statements of investment philosophy, target asset allocation, manager selection approach, or client segmentation. The lack of disclosed advisory activities suggests the firm does not currently report a visible advisory program or public-facing investment platform.

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

Contacts

1 of 1
  • CHARLES HOBBS

    Founder and Managing PartnerCRD 2168242

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

JUPITER, FL

PALM BEACH

Location

JUPITER, FL

Headquartered in JUPITER, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
8049 SE Old Plantation Cir
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth