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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3ROBERT JENKINS
Chief Financial OfficerCRD 6030790
TIMOTHY BONACCI
President, CEOCRD 4194271
PAUL STACHE
Chief Compliance OfficerCRD 1170097
Contacts
3 of 15LANCE 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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