Patrick Capital Markets, LLC

Broker-DealerFINRA MemberEst. 1985
Total AUM
Advisory reps
35
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 SEC-registered since 1985. Ownership is identified as a mix of domestic entity and individual owners. The firm is listed as "unclassified" in FINTRX's taxonomy. FINTRX flags that the firm does not act as a capital allocator, does not identify as an active ESG investor, and is not recorded as a pension consultant or a related adviser. While the profile contains basic structural and registration details, FINTRX does not provide descriptions of the firm's advisory activities, client segments, fee arrangements, or typical business lines.

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
  • Ryan Klump

    Ryan Klump

    Chief Operating OfficerCRD 4762698

  • Robert Wellington

    Robert Wellington

    Chief Operating OfficerCRD 5600454

Contacts

3 of 33
  • Jason Pueschel

    Jason Pueschel

    Managing DirectorCRD 2257351

  • Terrance Webster

    Terrance Webster

    Compliance OfficerCRD 6826889

  • David Stieber

    David Stieber

    Co-Founder and Managing DirectorCRD 4178089

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

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