FNEX Capital, LLC
Firm details
- Headquarters
- INDIANAPOLIS, Indiana
- CRD number
- 166316
- Registered since
- January 31, 2014
- Website
- fnex.com
Firm profile
FINTRXOverview
FNEX Capital, LLC is organized as a limited liability company and is registered with the SEC since 2014. FINTRX classifies the firm as an investment bank rather than a traditional asset manager or multi-state registered adviser. Ownership is listed as a mix of a domestic entity and an individual. The FINTRX record indicates several negative flags about advisory activity: the firm is not identified as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser. FINTRX does not supply details on the firm's fee structure, specific business or advisory activities, or its client segmentation.
Assets & Accounts
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
3 of 13Karla Horwitz
CFOCRD 6772151
Kai Chen
Founder and CEOCRD 2916984
SAM STUBBERT
Co-CEOCRD 3132134
Contacts
3 of 120Richard Moran
Managing PartnerCRD 2288850
NICHOLAS MACSHANE
founder and senior managing directorCRD 4856322
Blake Templeton
Registered RepresentativeCRD 8040073
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
INDIANAPOLIS, IN
MARION
Location
INDIANAPOLIS, IN
Headquartered in INDIANAPOLIS, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- MARION
- Address
- 1 Indiana Sq
- Time zone
- ET (UTC-5)
- Office locations
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