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 organized as a limited liability company and has been SEC-registered since 2002. Public filings classify the firm as "unclassified" and list its owner type as a combination of a domestic entity and an individual. The firm does not identify itself as a capital allocator, is not a multi-state adviser, and is not marked as an active ESG investor. It also does not present itself as a pension consultant or a related adviser. The source dataset includes no descriptive entries for the firm’s client base, fee schedule, business activities, or day-to-day advisory offerings. That limited disclosure makes it difficult to characterize Cincap’s client focus, service model, or investment approach from the available records.

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
  • Fred Overbeck

    COO & CCOCRD 4895534

  • Larry Taul

    Larry Taul

    CEO and PartnerCRD 2166909

Contacts

3 of 14
  • Mary Holten

    Mary Holten

    Director of AdministrationCRD 1565861

  • Karl Spisak

    Karl Spisak

    Financial and Operations PrincipalCRD 5206890

  • David Manges

    Partner and DirectorCRD 1120901

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth