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. FINTRX classifies the entity as unclassified and indicates ownership by a domestic entity and an individual. The snapshot provides only basic structural attributes and several negative flags: the firm is not identified as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, is not newly formed, and is not listed as a pension consultant or related adviser. FINTRX does not supply detail on the firm's investment mandates, target markets, fee schedules, or the specific advisory activities it conducts.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

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Recent M&A activity

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Recent filings

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Awards

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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