FNEX Capital, LLC
Firm details
- Headquarters
- Indianapolis, Indiana
- CRD number
- 166316
- Registered since
- January 31, 2014
- Website
- fnex.com
Firm profile
FINTRXOverview
FNEX Capital, LLC is organized as a limited liability company and has been SEC-registered since 2014. FINTRX classifies the firm as an investment bank rather than a traditional asset manager or capital allocator. Ownership is listed as a combination of a domestic entity and an individual. The FINTRX snapshot flags several policy attributes: the firm is not identified as a capital allocator, is not marked as an active ESG investor, and is not recorded as a multi-state adviser or a pension consultant. The dataset does not include a breakdown of advisory services, fee schedules, or client segments in the provided extract.
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
3 of 12
Karla Horwitz
CFOCRD 6772151

Sam Stubbert
Co-CEOCRD 3132134

Robert Mortimer
Chief Operating OfficerCRD 6476937
Contacts
3 of 119Richard Moran
Managing PartnerCRD 2288850

Nicholas Macshane
founder and senior managing directorCRD 4856322

Blake Templeton
Registered RepresentativeCRD 8040073
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Indianapolis, IN
Marion
Location
Indianapolis, IN
Headquartered in Indianapolis, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Marion
- Address
- 1 Indiana Sq
- Time zone
- ET (UTC-5)
- Office locations
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