Kapitall Generation, LLC
Firm details
- Headquarters
- Davenport, Florida
- CRD number
- 153157
- Registered since
- August 23, 2011
Firm profile
FINTRXOverview
Kapitall Generation, LLC is an SEC-registered limited liability company that first registered in 2011. The firm's ownership is listed as a combination of a domestic entity and an individual. Public records supplied to FINTRX offer minimal detail about the firm's business lines or client focus: classification is unlisted and standard descriptors such as advisory activities, fee structure, and client base were not provided. Regulatory attributes in the snapshot indicate the firm does not present itself as a capital allocator, is not identified as an active ESG investor, and is not registered as a multi-state adviser or pension consultant. The available metadata also identifies the adviser as neither newly formed nor affiliated as a related adviser, suggesting a standalone structure with limited public disclosures.
Assets & Accounts
Investments & Alternatives
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
1 of 1
Barry Mione
CEOCRD 1683147
Contacts
1 of 1Stephen Roberts
FinOpCRD 5328932
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Davenport, FL
Polk
Location
Davenport, FL
Headquartered in Davenport, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Polk
- Address
- 1415 Bunker Dr
- Time zone
- ET (UTC-5)
- Office locations
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