Capital Connect, LLC
Firm details
- Headquarters
- Vero Beach, Florida
- CRD number
- 329399
- Registered since
- April 30, 2024
Firm profile
FINTRXOverview
Capital Connect, LLC is organized as a limited liability company and is listed as SEC-registered in 2024. FINTRX records the firm’s owner type as an individual and classifies the adviser as unclassified. The profile contains very little on business lines, client segments, or advisory activities; public-facing detail about services, fee schedules, and typical client relationships is not available in the data provided. FINTRX flags indicate the firm is not a capital allocator and is not an active ESG investor. The platform also marks the firm as not a multi-state adviser and not a newly formed adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2John Chase
Founder and CEOCRD 2934911
Christopher Olsen
CEOCRD 3269364
Contacts
3 of 21
Louis Frank
Registered RepresentativeCRD 6613018

Ana Carter
FinOpCRD 4424794

Walter Frank
Registered RepresentativeCRD 6502901
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Vero Beach, FL
Indian River
Location
Vero Beach, FL
Headquartered in Vero Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Indian River
- Address
- 191 Silver Moss Dr
- Time zone
- ET (UTC-5)
- Office locations
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