Westcap Markets, LLC
Firm details
- Headquarters
- Rye Beach, New Hampshire
- CRD number
- 318970
- Registered since
- January 6, 2023
Firm profile
FINTRXOverview
Westcap Markets, LLC is organized as a limited liability company and appears on the SEC registry as of 2023. The entity is owned by a combination of a domestic entity and an individual and is classified in the source data as "unclassified." The profile flags the firm as not acting as a capital allocator, not positioning itself as an active ESG investor, and not operating as a pension consultant or related adviser. Public disclosures about Westcap Markets’ business model are minimal: the firm did not supply typical detail on its client base, fee arrangements, advisory activities, or broader business lines in the provided data set. That lack of disclosure limits clarity about whether the firm functions primarily as a traditional advisory RIA, a broker-dealer-style intermediary, or a hybrid vehicle.
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
Contacts
3 of 6James Birle
Registered PrincipalCRD 1994489

James Dodwell
Managing DirectorCRD 2962275

Michael Sotirhos
PartnerCRD 3053609
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rye Beach, NH
Rockingham
Location
Rye Beach, NH
Headquartered in Rye Beach, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Rockingham
- Address
- 25 Church Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Perth Advisors LLC
Broker-DealerExeter, NH
Midas Securities Group, Inc.
Broker-DealerWalpole, NH
Secure Planning
Broker-DealerPortsmouth, NH
American Elm Distribution Partners, LLC
Broker-DealerPortsmouth, NH
Peloton Securities LLC
Broker-DealerPortsmouth, NH
Foris Capital US LLC
Broker-DealerPortsmouth, NH