ICG Capital Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Charlotte, North Carolina
CRD number
169661
Registered since
April 2, 2014

Firm profile

FINTRX

Overview

ICG Capital Securities, LLC is organized as a limited liability company and is individually owned. The firm is classified as "unclassified" in the source dataset and does not present itself as a capital allocator. It is not identified as an active ESG investor, is not described as a multistate adviser, and is not listed as a newly formed adviser. The dataset also indicates the firm does not serve as a pension consultant and is not recorded as a related adviser to another registered entity. The firm did not supply details about its advisory or business activities in the provided data, so its client focus, service offerings, and target market are not specified.

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 5
  • Ana Carter

    Ana Carter

    Financial & Operations PrincipalCRD 4424794

  • Scott Upton

    Managing DirectorCRD 2375370

  • Kushal Kapadia

    Managing DirectorCRD 2791149

Unlock 2 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Charlotte, NC

Mecklenburg

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
Mecklenburg
Address
909 East Blvd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth