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CRD#: 297890
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

BARNABAS CAPITAL, LLC is located at 227 West Trade Street Suite 1610, Charlotte, NC 28202 and was first established at Atlanta, North Carolina in 06/15/2018. After operating for 7 years, BARNABAS CAPITAL, LLC 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 BARNABAS CAPITAL, LLC’s clients are individuals and 0% of their clients are high net worth individuals. BARNABAS CAPITAL, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at BARNABAS CAPITAL, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 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 BARNABAS CAPITAL, LLC‘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 BARNABAS CAPITAL, LLC. 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 BARNABAS CAPITAL, LLC Comes From

Understanding the Statistics for BARNABAS CAPITAL, LLC 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
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Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
227 West Trade Street Suite 1610, Charlotte, NC 28202
Mailing Address
227 West Trade Street Suite 1610, Charlotte, NC 28202
Firm Size
Small
Phone Number
(833) 877-7984
Established
North Carolina since 06/15/2018
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
AMBASSADOR CAPITAL, LLCDIRECT OWNER
CAPITAL CALL, LLCDIRECT OWNER
COOPER FAMILY ENTERPRISES, LLCDIRECT OWNER
ERICKA A. CAIN OR SUCCESSOR, AS TRUSTEE OF THE REVOCABLE TRUST OF ERICKA A. CAIN U/A/D JUNE 23, 2010DIRECT OWNER
LEE, JOSEPH CHARLES JRDIRECT OWNER2783885
LIFE INNOVATIONS, LLCDIRECT OWNER
WILLIAM H. CAIN, OR SUCCESSOR, AS TRUSTEE OF THE REVOCABLE TRUST OF WILLIAN H. CAIN U/A/D JUNE 23, 2010DIRECT OWNER
CAIN, ERICKA ADAMS MS.TRUSTEE
CAIN, WILLIAM HENRYTRUSTEE
ENTERLINE CAPITAL, LLCDIRECT OWNER
HAYES, SUSAN ANNFINOP / PFO / POO2856326
POWELL, JOSEPH CARLPRESIDENT4798071
STANTON, KIMBERLY MARIECHIEF COMPLIANCE OFFICER6574919

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Advisor's working at BARNABAS CAPITAL, LLC

ME

Meghan Elizabeth Eddy

Meghan Elizabeth Mccormick
RR
CRD#: 6179542
Location:
Charlotte, NC 28202
Company:
BARNABAS CAPITAL, LLC
Disclosures:
Experience:
12 years
View Profile
JL

Joseph Charles Lee JR

Joseph C Lee
RR
CRD#: 2783885
Location:
Charlotte, NC 28202
Company:
BARNABAS CAPITAL, LLC
Disclosures:
Experience:
29 years
View Profile
JP

Joseph Carl Powell

RR
CRD#: 4798071
Location:
Charlotte, NC 28202
Company:
BARNABAS CAPITAL, LLC
Disclosures:
Experience:
21 years
View Profile
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