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 is recorded in FINTRX as having been SEC-registered in 2008. The ownership is listed as a mix of a domestic entity and an individual. The firm is categorized as "unclassified" in the dataset and is not identified as a capital allocator. FINTRX also flags that the firm is not an active ESG investor, is not a multi-state adviser, and is not a newly formed adviser, pension consultant, or related adviser. The available profile contains minimal disclosure about business activities, advisory services, or target client segments. That limited public footprint in the dataset constrains conclusions about the firm’s service model or distribution strategy.

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

2 of 2
  • Robert Jenkins

    Robert Jenkins

    Chief Financial OfficerCRD 6030790

  • Timothy Bonacci

    Timothy Bonacci

    President, CEOCRD 4194271

Contacts

3 of 16
  • Lance Mogdics

    Lance Mogdics

    Internal Sales ManagerCRD 5358129

  • Taylor Contino

    Taylor Contino

    Data AnalystCRD 7865069

  • Sarah Russell

    FinOpCRD 6727189

Unlock 13 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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth