CAPITAL CONNECT, LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
16
Avg account
$0

Firm details

Headquarters
VERO BEACH, Florida
CRD number
329399
Registered since
April 30, 2024

Firm profile

FINTRX

Overview

Capital Connect, LLC is organized as a limited liability company and is recorded as being SEC-registered in 2024. The snapshot lists individual ownership and classifies the firm as unclassified. The firm does not identify itself as a capital allocator, an active ESG investor, a pension consultant, or a related adviser. Several standard fields in the public snapshot — including client base, fee structure, and detailed advisory activities — are not provided.

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
  • CHRISTOPHER OLSEN

    CEOCRD 3269364

  • JOHN CHASE

    Founder and CEOCRD 2934911

Contacts

3 of 14
  • KIRK ROSTRON

    Managing PartnerCRD 2645910

  • Tamara Fears

    PartnerCRD 2621168

  • Hardin Bethea

    Managing PartnerCRD 5337895

Unlock 11 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth