Unclaimed Profile

David Donald Capalbo

GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC·INDIANAPOLIS, Indiana

Clean recordGLOBAL ATLANTIC INVESTMENT ADVISORS, LLC

10 WEST MARKET STREET, INDIANAPOLIS, IN 46204CRD# 2915399Firm CRD# 167429

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Donald Capalbo · INDIANAPOLIS, IN

Registration

CRD #2915399 · GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Donald Capalbo is a registered financial advisor based in INDIANAPOLIS, Indiana, affiliated with GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC

AUM

$2.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC →

Services

Portfolio management (pooled investments)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2915399

Firm CRD# 167429

View on FINRA BrokerCheck →

Looking for a financial advisor in INDIANAPOLIS?

Browse all registered financial advisors in INDIANAPOLIS, Indiana or claim this profile if it's yours.

Browse INDIANAPOLIS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Donald Capalbo offer?

David Donald Capalbo specializes in Investment Management, Fee-Only Advisory. Contact their office in INDIANAPOLIS, Indiana for a consultation.

What are David Donald Capalbo's credentials?

David Donald Capalbo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Donald Capalbo located?

David Donald Capalbo is based in INDIANAPOLIS, Indiana, working with GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.

How does David Donald Capalbo charge for services?

David Donald Capalbo's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC?

GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC has approximately 15 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →