Navian Capital Securities LLC
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 145037
- Registered since
- January 15, 2008
- Website
- www.naviancapital.com
Firm profile
FINTRXOverview
Navian Capital Securities LLC is organized as a limited liability company and is shown as SEC-registered in 2008. The ownership record indicates both a domestic entity and an individual as owners; the firm's classification is listed as unclassified. The available data flags the firm as not a capital allocator, not an active ESG investor, not a multistate adviser, not a pension consultant, and not a related adviser. The firm did not provide descriptive entries for its advisory or business activities in the source record.
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 2
Robert Jenkins
Chief Financial OfficerCRD 6030790
Timothy Bonacci
President, CEOCRD 4194271
Contacts
3 of 16
Lance Mogdics
Internal Sales ManagerCRD 5358129
Taylor Contino
Data AnalystCRD 7865069
Sarah Russell
FinOpCRD 6727189
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
- 425 Walnut St
- Time zone
- ET (UTC-5)
- Office locations
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