Cincap Investment Group, LLC

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
16
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 is registered with the SEC since 2002. FINTRX classifies the ownership as a combination of a domestic entity and an individual; beyond that, the firm is listed as "unclassified" for its business model. The record indicates the firm is not designated as a capital allocator and does not identify as an active ESG investor. It is not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Available fields for advisory activities, fee structures, and client types are blank in the dataset, leaving the firm's client-facing services and investment mandate unspecified in public FINTRX records.

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
  • Larry Taul

    CEO and PartnerCRD 2166909

  • Fred Overbeck

    COO & CCOCRD 4895534

Contacts

3 of 14
  • Jonathan Kenney

    TradingCRD 1413184

  • Laurice Mcginty

    PresidentCRD 4533998

  • Mary Holten

    Mary Holten

    Director of AdministrationCRD 1565861

Unlock 11 more contacts

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