CCA Capital LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
20
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
154837
Registered since
May 23, 2011
Website
ccagp.com

Firm profile

FINTRX

Overview

CCA Capital LLC is organized as a limited liability company and has been registered with the SEC since 2011. Public records classify the firm as an investment bank; ownership is listed as a mix of a domestic entity and an individual. The firm’s public profile indicates it does not operate as a capital allocator and is not identified as an active ESG investor. It is not designated as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser. Several common disclosure fields — including client base, fee schedule, and specific advisory or business activities — are not provided in the available snapshot. Available information about the firm is limited. For due diligence or to understand capabilities, client types, fee arrangements, or product offerings, plan to request current disclosures or speak directly with the firm.

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

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Client base

Client personas

Owners & executives

2 of 2
  • Stephanie Prevost

    Stephanie Prevost

    Chief Operating Officer & General CounselCRD 5349860

  • Robert Wilson

    Robert Wilson

    Chief Financial OfficerCRD 6465354

Contacts

3 of 18
  • James Stahle

    James Stahle

    Senior Managing Director, PartnerCRD 1710835

  • Cornelius Jackson

    Cornelius Jackson

    Managing Director & PartnerCRD 2629990

  • Michael Quinlan

    Michael Quinlan

    Managing Director & PartnerCRD 2974376

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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

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
1 Boston Place 201 Washington St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth