firm profile
Bancroft Capital, LLC
Overview
Bancroft Capital, LLC is a Broker Dealer and registered investment adviser based in Fort Washington, PA, registered since 2018. Its 29 registered representatives work across 6 branch offices in 5 states.
- Employees
- 4
- Registered reps
- 29
- Branch offices
- 6
- Registered since
- 2018
- Jurisdictions
- 35
As reported in the firm's February 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
- Products and services
Executive officers 2 of 2
- Cauldon Dean Quinn Chief Executive Officer CRD 4530968
- Colleen Marnie Lindh Chief Compliance Officer, Financial and Operations Principal CRD 1912150
Registered reps 3 of 29
- Kathleen Marie Baltra Registered Rep · Investment Adviser Rep CRD 5068022
- Jeffery Paul Barrett Registered Rep CRD 7061938
- Richard Albert Beames Registered Rep CRD 1211632
26 more registered reps, with emails, phones and branch locations
Location
- Headquarters
- 501 Office Center Dr Ste 130
Fort Washington, PA 19034 - County
- Montgomery
- Metro area
- Philadelphia-Camden-Wilmington, PA-NJ-DE-MD
- Region
- Northeast
- Branch offices
- 6 in 5 states, including Chicago, IL, Irving, TX and Los Angeles, CA
Registrations
- State registered, limited liability company formed in Pennsylvania
- Registered in 35 jurisdictions
- Website: bancroft4vets.com
Every state, with registration dates
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