Stonegate Capital Markets, Inc.

Broker-DealerFINRA MemberEst. 1972
Total AUM
—
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Dallas, Texas
CRD number
6376
Registered since
December 14, 1972

Firm profile

FINTRX

Overview

Stonegate Capital Markets, Inc. is organized as a corporation and is registered with the SEC; its registration dates back to 1972. FINTRX classifies the firm as an investment bank rather than a capital allocator or registered investment adviser that holds client assets. Ownership is listed as a combination of a domestic entity and an individual. Available profile fields indicate Stonegate is not identified as an active ESG investor, not a multi-state adviser, and not a pension consultant. FINTRX does not disclose granular details on the firm’s client segments, fee arrangements, or specific advisory services, so public-facing descriptions of its business mix are limited.

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

1 of 1
  • Jesse Shelmire

    Jesse Shelmire

    Co-CEO, PartnerCRD 1008550

Contacts

3 of 7
  • Scott Griffith

    Scott Griffith

    PartnerCRD 873111

  • Louise Shelmire

    Louise Shelmire

    Compliance AdvisorCRD 1420817

  • Preston Graham

    Preston Graham

    Managing Director, Institutional SalesCRD 5847838

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
500 Crescent Ct
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth