Stonegate Capital Markets, Inc.

Broker-DealerFINRA Member
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 that operates in the investment banking space. The firm is classified as an investment bank rather than a capital allocator or an advisory-focused registered investment adviser. Available records indicate ownership characterized by both a domestic entity and an individual. The dataset does not list specific advisory services, fee arrangements, client segments, or business activities beyond the investment bank classification. Stonegate does not report being an active ESG investor, and it is not identified as a multi-state adviser, pension consultant, or related adviser.

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