Cobalt Capital, Inc.

Broker-DealerFINRA MemberEst. 2005
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Lake Mary, Florida
CRD number
136161
Registered since
December 6, 2005

Firm profile

FINTRX

Overview

Cobalt Capital, Inc. is organized as a corporation and has been registered with the SEC since 2005. Ownership is held by an individual rather than a firm or institutional owner. Public records classify the adviser as "unclassified" and show the firm does not present itself as a capital allocator. Available disclosures indicate limited operational breadth: the firm is not listed as a multi-state adviser, does not identify as an active ESG investor, and is not marked as a pension consultant or related adviser. The firm has not supplied detailed information about its advisory services, client segments, or fee arrangements in the source data.

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

Contacts

3 of 7
  • Peter Mullen

    Peter Mullen

    Regional DirectorCRD 2259675

  • Pamela Ohab

    Pamela Ohab

    OwnerCRD 2700308

  • Brian Megenity

    Brian Megenity

    CCOCRD 2889637

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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

Lake Mary, FL

Seminole

Location

Lake Mary, FL

Headquartered in Lake Mary, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Seminole
Address
801 International Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth