Falcon Square Capital, LLC

Broker-DealerFINRA MemberEst. 2013
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 an SEC-registered investment adviser organized as a limited liability company. The firm registered with the SEC in 2013 and is owned by an individual. Public disclosures classify the firm as "unclassified" and identify it as not functioning as a capital allocator. Falcon Square Capital is not listed as an active ESG investor, is not designated a multi-state adviser, and is not marked as a newly formed adviser, pension consultant, or related adviser. Filings and the FINTRX snapshot provide very limited detail about the firm's advisory focus, fee schedule, client types, or specific services. Business activities and advisory activities are not described in the available 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

Owners & executives

2 of 2
  • William Portwood

    CFOCRD 4853700

  • Melissa Hoots

    Melissa Hoots

    Chief Executive OfficerCRD 5392765

Contacts

3 of 16
  • Braxton Wall

    Braxton Wall

    PartnerCRD 5557276

  • Paul Gilbert

    Institutional SalesCRD 809391

  • Paul Hauf

    Sr. Vice PresidentCRD 2104371

Unlock 13 more contacts

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

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