Captivex Securities LLC
Firm details
- Headquarters
- Winter Park, Florida
- CRD number
- 332134
- Registered since
- June 27, 2025
Firm profile
FINTRXOverview
Captivex Securities LLC is organized as a limited liability company and is recorded as an SEC-registered adviser with a registration year of 2025. Ownership is listed as a combination of a domestic entity and an individual, and the firm is classified in the source data as "unclassified." The snapshot provides minimal detail about the firm's business model: it does not identify fee schedules, target client segments, advisory activities, or business lines in the available record. The profile flags several negative attributes rather than positive specializations: Captivex is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. Although the registration year is 2025, the firm is not marked as a newly formed adviser in the source summary.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
John Byrne
Chief Compliance OfficerCRD 1255284
Contacts
2 of 2
Richard Onesto
FinOpCRD 2453096

Daniel Healy
Registered RepresentativeCRD 2364020
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Winter Park, FL
Orange
Location
Winter Park, FL
Headquartered in Winter Park, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 2431 Aloma Ave
- Time zone
- ET (UTC-5)
- Office locations
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