Falcon Square Capital, LLC
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 165225
- Registered since
- March 12, 2013
- Website
- www.falconsquarecapital.com
Firm profile
FINTRXOverview
Falcon Square Capital, LLC is organized as a limited liability company and has been SEC-registered since 2013. The FINTRX record identifies the firm as owned by an individual and classifies it as unclassified. The profile indicates the firm is not a capital allocator and is not marked as an active ESG investor. It is also recorded as not being a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The dataset does not include descriptions of the firm’s advisory practices, client segments, fee structure, or specific business activities.
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
2 of 2
Melissa Hoots
Chief Executive OfficerCRD 5392765
William Portwood
CFOCRD 4853700
Contacts
3 of 15
Chanel Vicini
DirectorCRD 5939418
Devon Cunningham
AnalystCRD 6199855
Braxton Wall
PartnerCRD 5557276
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Raleigh, NC
Wake
Location
Raleigh, NC
Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Wake
- Address
- 3701 Lake Boone Trl
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Hatteras Capital Distributors, LLC
Broker-DealerRaleigh, NC
First Citizens Investor Services, Inc.
Broker-DealerRaleigh, NC
Hedgeserv Investment Services LLC
Broker-DealerRaleigh, NC
Place Trade Financial, Inc.
Broker-DealerRaleigh, NC
Capital Investment Brokerage, Inc.
Broker-DealerRaleigh, NC
Secu Brokerage Services
Broker-DealerRaleigh, NC