Capital Connect, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
22
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 owned by an individual. Public records classify the firm as "unclassified" and provide limited information about its lines of business. The available snapshot indicates the firm does not serve as a capital allocator, does not identify as an active ESG investor, and is not listed as a pension consultant or related adviser. Several common disclosure fields — including client types served, fee structure, and specific advisory activities — are not provided in the source data.

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
  • John Chase

    John Chase

    Founder and CEOCRD 2934911

  • Christopher Olsen

    CEOCRD 3269364

Contacts

3 of 20
  • Louis Frank

    Louis Frank

    Registered RepresentativeCRD 6613018

  • Ana Carter

    Ana Carter

    FinOpCRD 4424794

  • Walter Frank

    Walter Frank

    Registered RepresentativeCRD 6502901

Unlock 17 more contacts →

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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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