Kapitall Generation, LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Davenport, Florida
CRD number
153157
Registered since
August 23, 2011

Firm profile

FINTRX

Overview

Kapitall Generation, LLC is organized as a limited liability company and has been SEC-registered since 2011. The firm’s ownership is recorded as both a domestic entity and an individual. FINTRX classifies the adviser as unclassified and indicates it does not operate as a capital allocator. The record shows the firm is not an active ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser. The FINTRX entry does not include descriptions of the firm’s advisory activities, fee schedule, or target client segments, so there is no public detail in this source about how Kapitall Generation markets services or constructs client programs.

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

1 of 1
  • Barry Mione

    Barry Mione

    CEOCRD 1683147

Contacts

1 of 1
  • Stephen Roberts

    FinOpCRD 5328932

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth