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 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
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 18
Himali Kothari
FounderCRD 2887849
Matthew Root
Registered RepresentativeCRD 2454516

Louis Frank
Alternative Asset ManagerCRD 6613018
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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