Capulent LLC
Firm details
- Headquarters
- Phoenix, Arizona
- CRD number
- 155155
- Registered since
- January 19, 2012
- Website
- www.capulent.com
Firm profile
FINTRXOverview
Capulent LLC is a privately owned limited liability company that has been SEC-registered since 2012. The firm is owned by an individual and is reported in the data set as an unclassified adviser. In its self-reported attributes Capulent does not identify as a capital allocator, an active ESG investor, a pension consultant, a related adviser, or a multi-state adviser. Public filings and the supplied profile include only minimal operational detail. Fields for client base, fee structure, business activities, and advisory offerings are blank in the source, and the firm has not provided additional information about activities or affiliations.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5
David Hsu
Chief Compliance OfficerCRD 4140214

Edward Fernandez
President, CEOCRD 2956661
Justin Bachman
CEOCRD 6412695
Contacts
3 of 12Samantha Rode
Registered RepresentativeCRD 5895067

Joshua Vandesteeg
Registered RepresentativeCRD 7296462

Noah Barrette
SalespersonCRD 7563535
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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