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 a limited liability company that has been registered with the SEC since 2008. Publicly available fields classify the firm as "Unclassified" and indicate ownership involving a domestic entity and an individual. The dataset identifies the firm as not acting as a capital allocator and not positioned as an active ESG investor. It also indicates the firm is not a multi-state adviser, not newly formed, not a pension consultant, and not identified as a related adviser. Specific descriptions of advisory services, client segments, fee schedules, or other business activities were not provided in the source material.

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 3
  • ROBERT JENKINS

    Chief Financial OfficerCRD 6030790

  • TIMOTHY BONACCI

    President, CEOCRD 4194271

  • PAUL STACHE

    Chief Compliance OfficerCRD 1170097

Contacts

3 of 15
  • LANCE MOGDICS

    Internal Sales ManagerCRD 5358129

  • Taylor Contino

    Data AnalystCRD 7865069

  • SARAH RUSSELL

    FinOpCRD 6727189

Unlock 12 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth