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Find, Compare and Monitor Financial Advisors at COBALT CAPITAL, INC.

CRD#: 136161
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

COBALT CAPITAL, INC. is located at 801 International Parkway Suite 500 Pmb #5242, Lake Mary, FL 32746 and was first established at Florida, Florida in 03/18/2005. After operating for 21 years, COBALT CAPITAL, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of COBALT CAPITAL, INC.’s clients are individuals and 0% of their clients are high net worth individuals. COBALT CAPITAL, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at COBALT CAPITAL, INC. are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access COBALT CAPITAL, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at COBALT CAPITAL, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for COBALT CAPITAL, INC. Comes From

Understanding the Statistics for COBALT CAPITAL, INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
1

FIRM INFORMATION

Main Address
801 International Parkway Suite 500 Pmb #5242, Lake Mary, FL 32746
Mailing Address
801 International Parkway Suite 500 Pmb #5242, Lake Mary, FL 32746
Firm Size
Small
Phone Number
(407) 649-3150
Established
Florida since 03/18/2005
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
SCHICK, BENJAMIN MELVINPRINCIPAL, PRESIDENT, CEO4897243
MEGENITY, BRIAN MCDONALDCHIEF COMPLIANCE OFFICER2889637
OHAB, PAMELA CATHYFINOP2700308

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Advisor's working at COBALT CAPITAL, INC.

BM

Brian Mcdonald Megenity

IAR
RR
CRD#: 2889637
Location:
Milton, GA
Company:
BLUE MONARCH FINANCIAL INC.
Disclosures:
Experience:
28 years
View Profile
PF

Paula Jean Fitts

RR
CRD#: 2006544
Location:
Lake Mary, FL 32746
Company:
COBALT CAPITAL, INC.
Disclosures:
Experience:
36 years
View Profile
PM

Peter Devine Mullen

RR
CRD#: 2259675
Location:
Lake Mary, FL 32746
Company:
COBALT CAPITAL, INC.
Disclosures:
Experience:
33 years
View Profile
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