Kipling Capital, Inc.
Firm details
- Headquarters
- Mill Valley, California
- CRD number
- 41196
- Registered since
- April 23, 1998
- Website
- www.kiplingcapital.com
Firm profile
FINTRXOverview
Kipling Capital, Inc. is a corporation that has been SEC-registered since 1998 and is owned by an individual. Public filings provide little detail about the firm’s client mix, fee schedules, or day-to-day advisory activities. Several registry flags indicate limited public engagement: the firm is not designated as a capital allocator, 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 available record is sparse on investment strategy and product usage. Because core items such as client types, AUM, and advisory offerings are not disclosed, Kipling Capital presents a minimal public footprint that makes it difficult to profile its positioning beyond its corporate structure and regulatory vintage.
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
Contacts
3 of 7
Richard Hake
Principal and FounderCRD 852030

Samuel Skinner
Principal & DirectorCRD 1543650

Paul Roesler
Principal And Managing DirectorCRD 2324720
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mill Valley, CA
Marin
Location
Mill Valley, CA
Headquartered in Mill Valley, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Marin
- Address
- 100 Shoreline Hwy
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Kema Partners LLC
Broker-DealerMill Valley, CA
Financial Telesis Inc
Broker-DealerSan Rafael, CA
American Investors Co
Broker-DealerSan Ramon, CA
Great Pacific Securities
Broker-DealerCosta Mesa, CA
Payden & Rygel Distributors
Broker-DealerLos Angeles, CA
Globalink Securities, Inc.
Broker-DealerPasadena, CA