Money Concepts Capital Corp

Overview

Money Concepts Capital Corp is a Broker Dealer and registered investment adviser based in Palm Beach Gardens, FL, registered since 1983. It reports $4.1B in assets under management across 17,032 accounts, with 478 employees. Its 480 registered representatives work across 285 branch offices in 40 states.

Reported AUM

$4.1B

Discretionary

61%

Accounts

17,032

Average account

$239K

Employees

478

Registered reps

480

Branch offices

285

Registered since

1983

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Alternative Investments
• Derivatives
• Insurance
• Investment Advisory Services
• Limited Partnerships Primary Distributions
• Limited Partnerships Secondary Market
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Oil & Gas Partnerships
• Options
• Retirement/Pension Products
• 4 more

Executive officers 3 of 6

• Denis Stephen Walsh President, Chief Executive Officer CRD 1124278
• Barry Richard Rittman Vice President, Chief Financial Officer CRD 1997994
• Mary Therese Walsh Senior Vice President, Chief Compliance Officer CRD 2829444

3 more executive officers, with direct contact details

Registered reps 3 of 480

• Brian Edward Adams Insurance Agent · Investment Adviser Rep CRD 2849485
• John H Adams Jr. Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2591305
• Breanna Renaee Agudelo Registered Rep CRD 7448595

477 more registered reps, with emails, phones and branch locations

Location

Headquarters

11440 N Jog Rd
Palm Beach Gardens, FL 33418

County

Palm Beach

Metro area

Miami-Fort Lauderdale-Pompano Beach, FL

Region

South

Branch offices

285 in 40 states, including Louisville, KY, Cincinnati, OH and Corpus Christi, TX

Registrations

• SEC and state registered, corporation formed in Florida
• Registered in 53 jurisdictions
• Website: moneyconcepts.com

Every state, with registration dates

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