Phillip Capital Inc.
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 173869
- Registered since
- September 1, 2015
- Website
- www.phillipcapital.com
Firm profile
FINTRXOverview
Phillip Capital Inc. is registered with the SEC as an advisory corporation since 2015. The firm’s ownership is reported as a combination of a foreign entity and an individual, and FINTRX classifies it as "Unclassified" for adviser type. The record indicates the firm is not a capital allocator, does not identify as an active ESG investor, and is not listed as a multi-state or newly formed adviser. It is also not reported to act as a pension consultant or as a related adviser. FINTRX does not provide additional detail on the firm’s stated business activities, advisory services, or client segments, so there is no public-facing description of investment mandate, target clients, or service model in the supplied data.
Assets & Accounts
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
3 of 4Derek Carter
Chief Financial OfficerCRD 4261872

Filippo Lecchini
Chief Executive OfficerCRD 5875701
Cameron Frazier
CEO and DirectorCRD 6420648
Contacts
3 of 24Marco Pellini
Senior VPCRD 2189176

Kevin Page
Vice PresidentCRD 2324780

Scott Johnson
Senior ManagerCRD 4056941
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 141 W Jackson Blvd
- Time zone
- CT (UTC-6)
- Office locations
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