FNEX Capital, LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
130
Avg account
$0

Firm details

Headquarters
Indianapolis, Indiana
CRD number
166316
Registered since
January 31, 2014
Website
fnex.com

Firm profile

FINTRX

Overview

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 registered investment adviser or capital allocator. The firm has disclosed limited operational detail. FINTRX indicates it is not an active ESG investor, is not a multi-state adviser, and is not designated as a pension consultant or related adviser. Information on client types, fee schedules, specific business or advisory activities was not provided in the source data.

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

3 of 12
  • Karla Horwitz

    Karla Horwitz

    CFOCRD 6772151

  • Sam Stubbert

    Sam Stubbert

    Co-ceoCRD 3132134

  • Robert Mortimer

    Robert Mortimer

    Chief Operating OfficerCRD 6476937

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Contacts

3 of 118
  • Richard Moran

    Managing PartnerCRD 2288850

  • Nicholas Macshane

    Nicholas Macshane

    founder and senior managing directorCRD 4856322

  • Alexander Hasley

    Alexander Hasley

    Vice PresidentCRD 7021869

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth