Capital Connect, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
23
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 individually owned. Publicly available descriptors classify the adviser as "unclassified" and the firm does not identify itself as a capital allocator or an active ESG investor. It also does not present itself as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The firm provides very limited disclosure about its advisory activities or client focus; the available attributes suggest it does not engage in some common advisory roles (capital allocation, pension consulting) and does not emphasize ESG in its stated profile.

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

FINTRX

Contacts

FINTRX

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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