FNEX Capital, LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
134
Avg account
$0

Firm details

Headquarters
Indianapolis, Indiana
CRD number
166316
Registered since
January 31, 2014
Website
fnex.com

Firm profile

FINTRX

Overview

FNEX Capital, LLC is organized as a limited liability company and is registered with the SEC since 2014. Public filings classify the firm as an investment bank. Ownership is listed as a mix of a domestic entity and an individual. The firm is not listed as a capital allocator, is not identified as an active ESG investor, and is not designated as a multi-state adviser. It is also not flagged as a newly formed adviser, pension consultant, or related adviser in the available data. The dataset does not include descriptions of the firm’s client segments, fee schedule, or specific advisory and business activities, so there is little publicly reported detail about how the firm positions its services or what client niches it targets.

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

3 of 13
  • Karla Horwitz

    Karla Horwitz

    CFOCRD 6772151

  • Kai Chen

    Kai Chen

    Founder and CEOCRD 2916984

  • Sam Stubbert

    Sam Stubbert

    Co-CEOCRD 3132134

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Contacts

3 of 121
  • Richard Moran

    Managing PartnerCRD 2288850

  • Nicholas Macshane

    Nicholas Macshane

    founder and senior managing directorCRD 4856322

  • Blake Templeton

    Blake Templeton

    Registered RepresentativeCRD 8040073

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth