Barnabas Capital, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
26
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 is registered with the SEC as of 2019. The firm is categorized in FINTRX as a fund distributor rather than a capital allocator or portfolio manager. The record lists ownership as a combination of a domestic entity and an individual. Several adviser-related flags are negative: the firm is not identified as an active ESG investor, not a multi-state adviser, not a pension consultant, and not marked as a related adviser in the available data. The FINTRX entry does not include descriptions of advisory activities, client types, or fee arrangements, which limits conclusions about any ongoing advisory or investment-management operations.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

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 24
  • Daniel Magnetta

    Daniel Magnetta

    Vice PresidentCRD 6438080

  • Susan Hayes

    Susan Hayes

    FinOpCRD 2856326

  • Neil Pollak

    Registered RepresentativeCRD 730121

Unlock 21 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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