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 an SEC-registered adviser as of 2024. FINTRX classifies the firm as unclassified and records the owner type as an individual. The profile indicates the firm does not serve as a capital allocator and does not identify as an active ESG investor. It is also not reported as a multi-state 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 2Christopher Olsen
CEOCRD 3269364
John Chase
Founder and CEOCRD 2934911
Contacts
3 of 16Matthew Root
Registered RepresentativeCRD 2454516
Kirk Rostron
Managing PartnerCRD 2645910
Tamara Fears
PartnerCRD 2621168
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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