Patrick Capital Markets, LLC

Broker-DealerFINRA MemberEst. 1985
Total AUM
—
Advisory reps
36
Avg account
$0

Firm details

Headquarters
Saint Louis, Missouri
CRD number
16518
Registered since
July 12, 1985

Firm profile

FINTRX

Overview

Patrick Capital Markets, LLC is organized as a limited liability company and has been registered with the SEC since 1985. FINTRX lists the firm’s ownership as a combination of a domestic entity and an individual and classifies the adviser as unclassified. The firm is not identified as a capital allocator and is not marked as an active ESG investor. FINTRX also indicates Patrick Capital Markets is not a multi-state adviser, not newly formed, and does not act as a pension consultant or related adviser. FINTRX does not supply granular detail on the firm’s client segments, fee schedules, or day-to-day advisory activities.

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
  • Robert Wellington

    Robert Wellington

    Chief Operating OfficerCRD 5600454

  • Ryan Klump

    Ryan Klump

    Chief Operating OfficerCRD 4762698

Contacts

3 of 34
  • R. Stickney

    R. Stickney

    Registered RepresentativeCRD 1012338

  • Jonathan Ewanio

    Jonathan Ewanio

    Registered RepresentativeCRD 6076736

  • Jarad Mitchell

    Registered RepresentativeCRD 4811305

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Saint Louis, MO

Saint Louis

Location

Saint Louis, MO

Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Louis
Address
11152 S Towne Sq
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth