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 organized as a corporation and appears in FINTRX as an SEC-registered adviser since 2015. Ownership is reported as a combination of a foreign entity and an individual. The firm is categorized in the dataset as "Unclassified" and is not identified as a capital allocator. The profile indicates several negative flags about scope and specialization: the firm does not list itself as an active ESG investor, is not a multi-state adviser, is not marked as newly formed, and does not report pension consulting or related-adviser status. FINTRX does not provide details on the firm’s client segments, fee arrangements, or specific advisory services.
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 5
Filippo Lecchini
Chief Executive OfficerCRD 5875701

Timothy Cullen
Chief Compliance OfficerCRD 5290046
Derek Carter
Chief Financial OfficerCRD 4261872
Contacts
3 of 23Luke Herr
Compliance AnalystCRD 7889688

Rabih Rifai
Vice PresidentCRD 5344883
Laura Chia
Senior ManagerCRD 7319836
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
Similar firms
William Blair & Company L.L.C.
Broker-DealerChicago, IL
Harris Associates Securities L.P.
Broker-DealerChicago, IL
Optiver US LLC
Broker-DealerChicago, IL
Elmcore Securities LLC
Broker-DealerChicago, IL
Rothschild Investment
Broker-DealerChicago, IL
Bolt-X LLC
Broker-DealerChicago, IL