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CRD#: 8564
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

MEMPHIS CAPITAL is located at 6410 Poplar Avenue Suite 500, Memphis, TN 38119 and was first established at New Orleans, Indiana in 10/08/1985. After operating for 40 years, MEMPHIS CAPITAL 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 MEMPHIS CAPITAL’s clients are individuals and 0% of their clients are high net worth individuals. MEMPHIS CAPITAL has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at MEMPHIS CAPITAL 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 MEMPHIS CAPITAL‘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 MEMPHIS CAPITAL. 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 MEMPHIS CAPITAL Comes From

Understanding the Statistics for MEMPHIS CAPITAL 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
No Disclosures

FIRM INFORMATION

Main Address
6410 Poplar Avenue Suite 500, Memphis, TN 38119
Mailing Address
6410 Poplar Ave., Suite 320 Suite 320, Memphis, TN 38119
Firm Size
Small
Phone Number
(901) 261-5950
Established
Indiana since 10/08/1985
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
HANOVER SECURITIES, LLCOWNER
MARY WELLS QTIP TRUST / MARY LOUISE NAKAE (WELLS) TRUSTEEOWNER
GOODWIN, CASEY DOUGLASPRESIDENT/CEO6808410
HANOVER, JOHN DAVIDGENERAL COUNSEL6011724
NAKAE, MARY LOUISEOWNER/TRUSTEE1923430
PARATORE, JACK ANTHONYCCO356248
RODRIGUEZ, AARON NETZAHUALCOYOTLFINOP & CFO5421965

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Advisor's working at MEMPHIS CAPITAL

JM

Jacob David Munsell

Jacob Munsell, Jake Munsell
IAR
RR
CRD#: 6904915
Location:
Memphis, TN 38119-4836
Company:
MEMPHIS CAPITAL MANAGEMENT, LLC
Disclosures:
Experience:
7 years
View Profile
KB

Kevin E Bentley

Kevin Earl Bentley
IAR
RR
CRD#: 2968193
Location:
Memphis, TN 38119-4836
Company:
MEMPHIS CAPITAL MANAGEMENT, LLC
Disclosures:
Experience:
27 years
View Profile
DO

Denise Yager Omar

Denise D Yager
RR
CRD#: 1146992
Location:
Memphis, TN 38119
Company:
MEMPHIS CAPITAL
Disclosures:
Experience:
16 years
View Profile
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