Capital Connect, LLC
Firm details
- Headquarters
- Vero Beach, Florida
- CRD number
- 329399
- Registered since
- April 30, 2024
Firm profile
FINTRXOverview
Capital Connect, LLC is organized as a limited liability company and is SEC-registered as of 2024. The entity is listed with an individual owner and is classified as unclassified in the available records. The firm does not identify itself as a capital allocator and is not flagged as a multi-state adviser, pension consultant, or related adviser. It is also recorded as not being an active ESG investor. Public disclosures about the business model, advisory activities, fee structure or client segments are minimal in the source data. That limits what can be said about the firm’s target clients, service model, or how it positions itself versus RIAs, wirehouses, or broker-dealers.
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 2John Chase
Founder and CEOCRD 2934911
Christopher Olsen
CEOCRD 3269364
Contacts
3 of 19
Louis Frank
Registered RepresentativeCRD 6613018

Ana Carter
FinOpCRD 4424794

Walter Frank
Registered RepresentativeCRD 6502901
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Vero Beach, FL
Indian River
Location
Vero Beach, FL
Headquartered in Vero Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Indian River
- Address
- 191 Silver Moss Dr
- Time zone
- ET (UTC-5)
- Office locations
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