Capulent LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
17
Avg account
$0

Firm details

Headquarters
Phoenix, Arizona
CRD number
155155
Registered since
January 19, 2012

Firm profile

FINTRX

Overview

Capulent LLC is organized as a limited liability company under individual ownership. Public data classifies the firm as "unclassified" and notes that it does not operate as a capital allocator. The profile also indicates the firm is not active on ESG investing initiatives and is not registered as a multi-state adviser; it is not newly formed and does not function as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

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

3 of 5
  • Michael Phippen

    Michael Phippen

    Chief Investment OfficerCRD 3020686

  • David Hsu

    David Hsu

    Chief Compliance OfficerCRD 4140214

  • Edward Fernandez

    Edward Fernandez

    President, CEOCRD 2956661

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Contacts

3 of 12
  • Elliott Elbaz

    Elliott Elbaz

    FounderCRD 2839674

  • Scott Peters

    Scott Peters

    Director of Fixed Income AlternativesCRD 1414526

  • Elizabeth Collins

    FinOpCRD 4714831

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Phoenix, AZ

Maricopa

Location

Phoenix, AZ

Headquartered in Phoenix, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
3200 E Camelback Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth