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 has been SEC-registered since 2008. Public filings categorize the firm as unclassified and list its ownership as a combination of a domestic entity and an individual. The available information indicates the firm does not operate as a capital allocator and is not identified as an active ESG investor. It is also noted as not being a multi-state adviser, not newly formed, not a pension consultant, and not designated as a related adviser.
Assets & Accounts
Investments & Alternatives
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
Timothy Bonacci
President, CEOCRD 4194271
Robert Jenkins
Chief Financial OfficerCRD 6030790
Contacts
3 of 16
Alexander Weil
DirectorCRD 4172999
Austin Rogers
Registered RepresentativeCRD 6159741
Jessica Bonacci
Trading AnalystCRD 7154280
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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