Barnabas Capital, LLC

Broker-DealerFINRA Member
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 that operates as a fund distributor. Ownership is listed as a combination of a domestic entity and an individual. The firm’s profile in the source data does not describe advisory mandates, fee schedules, client segments, or day-to-day business activities. The dataset flags a handful of operational attributes: Barnabas Capital is not identified as a capital allocator, is not an active ESG investor, is not a multistate adviser, and is not presented as a pension consultant or related adviser. Those attributes suggest the firm’s focus, as reported, is distribution rather than portfolio management or multi-jurisdictional advisory services.

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

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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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