Capital Connect, LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
20
Avg account
$0

Firm details

Headquarters
Vero Beach, Florida
CRD number
329399
Registered since
April 30, 2024

Firm profile

FINTRX

Overview

Capital Connect, LLC is organized as a limited liability company and is listed in FINTRX as having completed SEC registration in 2024. The platform records the firm as owned by an individual and classifies it as "unclassified." Several fields that typically describe client focus, fee models and advisory activities are blank in the available data, leaving the firm's target clients and primary service model unspecified. FINTRX flags indicate the firm is not a capital allocator and it does not identify as an active ESG investor. The record also notes the firm is not a pension consultant and is not marked as a related adviser. FINTRX does not provide further detail about personnel, product shelf, or core investment strategy.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Christopher Olsen

    CEOCRD 3269364

  • John Chase

    John Chase

    Founder and CEOCRD 2934911

Contacts

3 of 18
  • Himali Kothari

    Himali Kothari

    FounderCRD 2887849

  • Matthew Root

    Registered RepresentativeCRD 2454516

  • Louis Frank

    Louis Frank

    Alternative Asset ManagerCRD 6613018

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth