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CRD#: 329399
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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
Where the Statistical Data for CAPITAL CONNECT, LLC Comes From
Understanding the Statistics for CAPITAL CONNECT, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
191 Silver Moss Drive, Vero Beach, FL 32963
Mailing Address
191 Silver Moss Drive, Vero Beach, FL 32963
Firm Size
Small
Phone Number
(646) 265-2400
Established
Wyoming since 10/18/2023
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
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at CAPITAL CONNECT, LLC
AC
Ana Roumenova Carter
RR
CRD#: 4424794
Location:
Tampa, FL 33602
Company:
LCG CAPITAL ADVISORS, LLC
Disclosures:
Experience:
16 years
WP
William Boyce Portwood
RR
CRD#: 4853700
Location:
Kannapolis, NC 28083
Company:
JBS LIBERTY SECURITIES, INC.
Disclosures:
Experience:
21 years
EF
Edward John Fitzgerald
RR
CRD#: 1951372
Location:
Vero Beach, FL
Company:
CAPITAL CONNECT, LLC
Disclosures:
Experience:
36 years
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