Cincap Investment Group, LLC

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
16
Avg account
$0

Firm details

Headquarters
Cincinnati, Ohio
CRD number
118392
Registered since
May 1, 2002

Firm profile

FINTRX

Overview

Cincap Investment Group, LLC is an SEC-registered investment adviser organized as a limited liability company and first registered in 2002. Public records identify its ownership as a combination of a domestic entity and an individual, but the firm's operating model and client focus are not described in the available dataset. Regulatory fields in the snapshot are largely unset or negative: the firm is not flagged as a capital allocator, is not active on ESG, is not designated as a multi-state adviser, and it is not listed as a pension consultant or related adviser. Disclosure in the source is minimal; there are no documented business lines, advisory activities, or client segments in the record provided. That lack of detail limits what can be said about investment strategy, distribution channels, or target clients.

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
  • Larry Taul

    CEO and PartnerCRD 2166909

  • Fred Overbeck

    COO & CCOCRD 4895534

Contacts

3 of 14
  • Jonathan Kenney

    TradingCRD 1413184

  • Laurice Mcginty

    PresidentCRD 4533998

  • Mary Holten

    Mary Holten

    Director of AdministrationCRD 1565861

Unlock 11 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth