Barnabas Capital, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
—
Advisory reps
27
Avg account
$0

Firm details

Headquarters
Charlotte, North Carolina
CRD number
297890
Registered since
February 6, 2019

Firm profile

FINTRX

Overview

Barnabas Capital, LLC is organized as a limited liability company and registered with the SEC in 2019. The firm is classified in filings as a fund distributor rather than an asset manager or capital allocator, and ownership is listed as a combination of a domestic entity and an individual. It is not marked as an active ESG investor, is not registered as a multi-state adviser, and does not identify as a pension consultant or related adviser in available records. The firm’s public profile does not present typical advisory or asset-management activity. Its stated role as a distributor suggests its primary function is placement or distribution of funds rather than running discretionary client portfolios.

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

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Nicholas Ross

    Nicholas Ross

    Chief Distribution OfficerCRD 2626836

  • Kimberly Stanton

    Kimberly Stanton

    Chief Compliance OfficerCRD 6574919

Contacts

3 of 25
  • Daniel Magnetta

    Daniel Magnetta

    Vice PresidentCRD 6438080

  • Susan Hayes

    Susan Hayes

    FinOpCRD 2856326

  • Neil Pollak

    Registered RepresentativeCRD 730121

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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

Charlotte, NC

Mecklenburg

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
Mecklenburg
Address
227 W Trade St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth