Infinity Capital Securities, LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
12
Avg account
$0

Firm details

Headquarters
Oklahoma City, Oklahoma
CRD number
296886
Registered since
July 10, 2018

Firm profile

FINTRX

Overview

Infinity Capital Securities, LLC is organized as a limited liability company and has been registered with the SEC since 2018. The firm is classified as an investment bank rather than a registered asset manager or capital allocator; its ownership record indicates both a domestic entity and an individual owner. Public data flags the firm as not operating as a multi-state adviser and not positioning itself as an active ESG investor. Other advisory roles commonly reported for wealth managers—pension consulting, related-adviser relationships, or designation as a newly formed adviser—are not indicated.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • Carson Confer

    ContractorCRD 7734525

Contacts

3 of 11
  • Christopher Lee

    Christopher Lee

    Managing PartnerCRD 6310635

  • Bryan Vahlberg

    Bryan Vahlberg

    Co-Founder and Managing PartnerCRD 6829746

  • Evan Grace

    Evan Grace

    Managing PartnerCRD 6916782

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Oklahoma City, OK

Oklahoma

Location

Oklahoma City, OK

Headquartered in Oklahoma City, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.

Metro area
Oklahoma City-Shawnee, OK
Region
South
County
Oklahoma
Address
499 W Sheridan Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth