Navian Capital Securities LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
18
Avg account
$0

Firm details

Headquarters
Cincinnati, Ohio
CRD number
145037
Registered since
January 15, 2008

Firm profile

FINTRX

Overview

Navian Capital Securities LLC is organized as a limited liability company and has been SEC-registered since 2008. Public filings classify the firm as unclassified and identify ownership as a mix of a domestic entity and an individual. The record contains minimal detail about the firm's business lines, advisory services, or client focus, which limits visibility into its market positioning or target client segments. Regulatory-status flags on file indicate the firm is not categorized as a capital allocator and is not an active ESG investor. It is also not designated as a multi-state adviser or a newly formed adviser. Beyond these registry attributes, the firm has not provided substantive descriptions of its investment approach, product mix, or service model.

Assets & Accounts

Investments & Alternatives

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 3
  • Robert Jenkins

    Robert Jenkins

    Chief Financial OfficerCRD 6030790

  • Timothy Bonacci

    Timothy Bonacci

    President, CEOCRD 4194271

  • Paul Stache

    Paul Stache

    Chief Compliance OfficerCRD 1170097

Contacts

3 of 15
  • Lance Mogdics

    Lance Mogdics

    Internal Sales ManagerCRD 5358129

  • Taylor Contino

    Taylor Contino

    Data AnalystCRD 7865069

  • Sarah Russell

    FinOpCRD 6727189

Unlock 12 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth