Captivex Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Winter Park, Florida
CRD number
332134
Registered since
June 27, 2025

Firm profile

FINTRX

Overview

Captivex Securities LLC is organized as a limited liability company with a domestic/individual ownership structure. Publicly available data provides only a brief operational snapshot: the firm is classified as unclassified, it does not identify as a capital allocator, it does not flag ESG investing activity, and it is not listed as a multi-state adviser, pension consultant, related adviser, or newly formed adviser. The source offers minimal detail on the firm’s business model, client types, fee arrangements, or specific advisory activities.

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth