Capital Connect, LLC

Broker-DealerFINRA MemberEst. 2024
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 listed as SEC-registered in 2024. FINTRX records the firm’s owner type as an individual and classifies the adviser as unclassified. The profile contains very little on business lines, client segments, or advisory activities; public-facing detail about services, fee schedules, and typical client relationships is not available in the data provided. FINTRX flags indicate the firm is not a capital allocator and is not an active ESG investor. The platform also marks the firm as not a multi-state adviser and not a newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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 21
  • Louis Frank

    Louis Frank

    Registered RepresentativeCRD 6613018

  • Ana Carter

    Ana Carter

    FinOpCRD 4424794

  • Walter Frank

    Walter Frank

    Registered RepresentativeCRD 6502901

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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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