Icapital, LLC

Icapital, LLC (CRD# 122816) is a financial advisory firm headquartered in Boston, MA. They manage $398,521,324 in 463 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    399
    MILLION
  • Total Number of Accounts
    463
    ACCOUNTS
  • Average Account Value
    $860,737
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, CT, DC, FL, MA, ME, MO, NH, NJ, NY, OH, PA, RI, TN, TX, WI

Financial Advisors at Icapital, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Molly A. Goodwin
CRD#: 5042968
62 Plympton Street, Boston, MA 02118
93
Wealthminder
score

Molly Goodwin (CRD# 5042968) is an Investment Advisor Representative working at Icapital, LLC in Boston, MA and has over 11 years of experience in the finance industry.

2
Erin H. Flynn
CRD#: 6118309
62 Plympton Street, Boston, MA 02118
90
Wealthminder
score

Erin Flynn (CRD# 6118309) is an Investment Advisor Representative working at Icapital, LLC in Boston, MA and has over 4 years of experience in the finance industry.

3
Kellen B. Scarpitto
CRD#: 6065249
62 Plympton Street, Boston, MA 02118
90
Wealthminder
score

Kellen Scarpitto (CRD# 6065249) is an Investment Advisor Representative working at Icapital, LLC in Boston, MA and has over 5 years of experience in the finance industry.

4
Katie A. Umile
CRD#: 2809164
62 Plympton Street, Boston, MA 02118
73
Wealthminder
score

Katie Umile (CRD# 2809164) is an Investment Advisor Representative working at Icapital, LLC in Boston, MA and has over 20 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.