Capital Connect, LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
21
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 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

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
  • John Chase

    John Chase

    Founder and CEOCRD 2934911

  • Christopher Olsen

    CEOCRD 3269364

Contacts

3 of 19
  • Louis Frank

    Louis Frank

    Registered RepresentativeCRD 6613018

  • Ana Carter

    Ana Carter

    FinOpCRD 4424794

  • Walter Frank

    Walter Frank

    Registered RepresentativeCRD 6502901

Unlock 16 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