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 is classified in FINTRX as an investment bank. The firm has been SEC-registered since 2018 and is listed as owned by a domestic entity and an individual. FINTRX records show the firm is not a capital allocator and does not present itself as an active ESG investor; it is also not flagged as a multi-state adviser, pension consultant, or related adviser. Publicly available FINTRX fields for advisory activities, fee structure and client segmentation are blank, which aligns with the investment-bank classification and suggests the firm's primary activities are likely transactional or capital-markets oriented rather than running discretionary client portfolios.

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

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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