W Campion Capital LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
171277
Registered since
October 30, 2014

Firm profile

FINTRX

Overview

W Campion Capital LLC is registered as a limited liability company and appears on FINTRX as an SEC-registered adviser since 2014. The database lists the ownership as a combination of a foreign entity and an individual, and classifies the firm as "unclassified," with no additional detail about its advisory strategies, client targets, or fee arrangements. FINTRX indicates the firm is not a capital allocator, does not identify as an active ESG investor, and is not recorded as a pension consultant or a related adviser. The record includes several regulatory/status flags: it is not marked as a multistate adviser, it is not newly formed, and it has no related adviser designation. Beyond those registry attributes, FINTRX does not provide descriptions of the firm’s investment process, product lineup, or client segments.

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

Contacts

3 of 7
  • Scott Treacy

    Scott Treacy

    AssociateCRD 5192805

  • Morgan Mahin

    Morgan Mahin

    AssociateCRD 6650906

  • Robert Fortino

    Robert Fortino

    Managing PartnerCRD 1905741

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
3401 N Miami Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth