Cincap Investment Group, LLC
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 118392
- Registered since
- May 1, 2002
Firm profile
FINTRXOverview
Cincap Investment Group, LLC is organized as a limited liability company and has been SEC-registered since 2002. Public filings classify the firm as "unclassified" and list its owner type as a combination of a domestic entity and an individual. The firm does not identify itself as a capital allocator, is not a multi-state adviser, and is not marked as an active ESG investor. It also does not present itself as a pension consultant or a related adviser. The source dataset includes no descriptive entries for the firm’s client base, fee schedule, business activities, or day-to-day advisory offerings. That limited disclosure makes it difficult to characterize Cincap’s client focus, service model, or investment approach from the available records.
Assets & Accounts
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 2Fred Overbeck
COO & CCOCRD 4895534

Larry Taul
CEO and PartnerCRD 2166909
Contacts
3 of 13
Mary Holten
Director of AdministrationCRD 1565861

Karl Spisak
Financial and Operations PrincipalCRD 5206890
David Manges
Partner and DirectorCRD 1120901
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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