Bancroft Capital, LLC

Broker-DealerFINRA Member

Total AUM

—

Accounts

0

Employees

4

Advisory reps

29

Brokerage reps

4

Avg account

$0

Firm details

Headquarters: Fort Washington, Pennsylvania
CRD number: 290665
Registered since: May 10, 2018
Website: www.bancroft4vets.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Services: Financial PlanningPension Consulting

Firm profile

FINTRX

Overview

Bancroft Capital, LLC is a Pennsylvania-registered limited liability company that operates as an independent broker‑dealer and investment bank. Ownership is listed as a combination of a domestic entity and an individual. Its business mix centers on broker‑dealer activities while also delivering financial planning and pension consulting services. The firm’s stated fee model includes percentage‑of‑AUM charges as well as hourly and fixed fees. Bancroft Capital is not identified as an active ESG investor and is not positioned as a capital allocator.

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

2 of 2

Garrett Smith
CEO & Portfolio ManagerCRD 5213553
Cauldon Quinn
CEOCRD 4530968

Contacts

3 of 27

Daniel Morales
Senior Vice PresidentCRD 6116497
Kathleen Baltra
Managing DirectorCRD 5068022
Susan Gress
DirectorCRD 1100249

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Fort Washington, PA

Montgomery

Location

Fort Washington, PA

Headquartered in Fort Washington, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area: Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region: Northeast
County: Montgomery
Address: 501 Office Center Dr
Time zone: ET (UTC-5)
Office locations

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