Cincap Investment Group, LLC

Broker-DealerFINRA MemberEst. 2002
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 and has been registered with the SEC since 2002. Public filings identify its ownership as a combination of a domestic entity and an individual. The firm is recorded as "unclassified" in the available data and has not been described as a capital allocator. The snapshot data indicates a narrow regulatory footprint: the firm does not report itself as an active ESG investor, is not a multi-state adviser, is not newly formed, and does not operate as a pension consultant or as a related adviser. The firm has not supplied additional detail about its business activities, advisory services, or external affiliations.

Assets & Accounts

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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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