Falcon Square Capital, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
18
Avg account
$0

Firm details

Headquarters
Raleigh, North Carolina
CRD number
165225
Registered since
March 12, 2013

Firm profile

FINTRX

Overview

Falcon Square Capital, LLC is organized as a limited liability company with individual ownership and is listed under an unclassified adviser type. Public disclosures for the firm are minimal: the dataset provides no description of its advisory services, client segments, fee schedules, or specific business activities. The firm is not identified as a capital allocator, an active ESG investor, a pension consultant, a related adviser, or a multi-state adviser according to the available fields. Because the firm has not supplied details about its investment process, product lineup, or target client profiles, there is insufficient information to assess its portfolio construction, risk preferences, or typical mandate sizes.

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

Owners & executives

2 of 2
  • William Portwood

    CFOCRD 4853700

  • Melissa Hoots

    Melissa Hoots

    Chief Executive Officer & Chief Compliance OfficerCRD 5392765

Contacts

3 of 16
  • Braxton Wall

    Braxton Wall

    PartnerCRD 5557276

  • Paul Gilbert

    Institutional SalesCRD 809391

  • Paul Hauf

    Sr. Vice PresidentCRD 2104371

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth