CAPTIVEX SECURITIES LLC
Firm details
- Headquarters
- WINTER PARK, Florida
- CRD number
- 332134
- Registered since
- June 27, 2025
Firm profile
FINTRXOverview
Captivex Securities LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered adviser with a 2025 registration year. The record classifies the firm as unclassified and lists its owner type as a domestic entity and individual. FINTRX indicates the firm does not operate as a capital allocator, is not an active ESG investor, and is not designated as a multi-state adviser, pension consultant, related adviser, or newly formed adviser. The dataset provides minimal descriptive detail about business lines, advisory activities, or client segments; no fee structure or stated investment mandates are included in the available record.
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 2RICHARD ONESTO
CFO/FINOPCRD 2453096
JOHN BYRNE
Chief Compliance OfficerCRD 1255284
Contacts
1 of 1DANIEL HEALY
Registered RepresentativeCRD 2364020
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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