Cincap Investment Group, LLC
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 118392
- Registered since
- May 1, 2002
Firm profile
FINTRXOverview
Cincap Investment Group, LLC is organized as a limited liability company with ownership described as a combination of a domestic entity and an individual. Public records classify the firm as unclassified and provide no descriptive detail about its advisory business model, fee schedule, target client types, or specific advisory activities. The firm is not identified as a capital allocator and is not listed as an active ESG investor. FINTRX also flags it as neither a multi-state adviser nor a newly formed adviser; there are no entries indicating pension consulting or related-adviser status.
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
2 of 2Fred Overbeck
COO & CCOCRD 4895534

Larry Taul
CEO and PartnerCRD 2166909
Contacts
3 of 13
Mary Holten
Director of AdministrationCRD 1565861

Karl Spisak
Financial and Operations PrincipalCRD 5206890
David Manges
Partner and DirectorCRD 1120901
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cincinnati, OH
Hamilton
Location
Cincinnati, OH
Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 455 Delta Ave
- Time zone
- ET (UTC-5)
- Office locations
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