FNEX Capital, LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
131
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 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

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

Unlock 9 more executives

Contacts

3 of 119
  • Richard Moran

    Managing PartnerCRD 2288850

  • Nicholas Macshane

    Nicholas Macshane

    founder and senior managing directorCRD 4856322

  • Blake Templeton

    Blake Templeton

    Registered RepresentativeCRD 8040073

Unlock 116 more contacts

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth