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 listed as an SEC-registered adviser with a registration year of 2025. The firm is recorded as having both a domestic entity and an individual ownership stake and is classified in FINTRX as "Unclassified." Public disclosures in the dataset do not include descriptions of the firm's advisory services, client segments, fee schedule or business activities. The snapshot flags several negative attributes rather than service specializations: Captivex is not identified as a capital allocator, is not an active ESG investor, is not a multistate adviser, is not a pension consultant, and has no related adviser designation in the available data. There are no entries describing affiliations, partnerships, or industry activities.
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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