Captivex Securities LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Winter Park, Florida
CRD number
332134
Registered since
June 27, 2025

Firm profile

FINTRX

Overview

Captivex Securities LLC is organized as a limited liability company that appears on the SEC register beginning in 2025. Public filings identify the ownership as a mix of a domestic entity and an individual. The firm is not categorized under a standard advisory classification in the source data. The available record contains very limited operational detail. Captivex is not identified as a capital allocator, is not flagged as an active ESG investor, and is not listed as a multistate adviser, pension consultant, or related adviser. The firm has not provided descriptions of its business activities, advisory services, client base, fee schedules, or any external affiliations.

Assets & Accounts

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

1 of 1
  • John Byrne

    John Byrne

    Chief Compliance OfficerCRD 1255284

Contacts

2 of 2
  • Richard Onesto

    Richard Onesto

    FinOpCRD 2453096

  • Daniel Healy

    Daniel Healy

    Registered RepresentativeCRD 2364020

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Winter Park, FL

Orange

Location

Winter Park, FL

Headquartered in Winter Park, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Orange
Address
2431 Aloma Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth