Cincap Investment Group, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
15
Avg account
$0

Firm details

Headquarters
Cincinnati, Ohio
CRD number
118392
Registered since
May 1, 2002

Firm profile

FINTRX

Overview

Cincap Investment Group, LLC is organized as a limited liability company with ownership described as a combination of a domestic entity and an individual. Public records classify the firm as unclassified and provide no descriptive detail about its advisory business model, fee schedule, target client types, or specific advisory activities. The firm is not identified as a capital allocator and is not listed as an active ESG investor. FINTRX also flags it as neither a multi-state adviser nor a newly formed adviser; there are no entries indicating pension consulting or related-adviser status.

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
  • Fred Overbeck

    COO & CCOCRD 4895534

  • Larry Taul

    Larry Taul

    CEO and PartnerCRD 2166909

Contacts

3 of 13
  • Mary Holten

    Mary Holten

    Director of AdministrationCRD 1565861

  • Karl Spisak

    Karl Spisak

    Financial and Operations PrincipalCRD 5206890

  • David Manges

    Partner and DirectorCRD 1120901

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Cincinnati, OH

Hamilton

Location

Cincinnati, OH

Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
Hamilton
Address
455 Delta Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth