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 a corporation that registered with the SEC in 2005 and is individually owned. The firm is recorded as "unclassified" in the available dataset. Per the source, Cobalt Capital is not a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and does not list itself as a pension consultant or related adviser.

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

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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