Navian Capital Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
19
Avg account
$0

Firm details

Headquarters
Cincinnati, Ohio
CRD number
145037
Registered since
January 15, 2008

Firm profile

FINTRX

Overview

Navian Capital Securities LLC is organized as a limited liability company with ownership noted as a domestic entity and an individual. FINTRX classifies the firm as "Unclassified." The available profile marks the firm as not a capital allocator and not an active ESG investor. It is not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The dataset does not include details on the firm's business activities or advisory services.

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

2 of 2
  • Timothy Bonacci

    Timothy Bonacci

    President, CEOCRD 4194271

  • Robert Jenkins

    Robert Jenkins

    Chief Financial OfficerCRD 6030790

Contacts

3 of 17
  • Alexander Weil

    Alexander Weil

    DirectorCRD 4172999

  • Austin Rogers

    Registered RepresentativeCRD 6159741

  • Jessica Bonacci

    Jessica Bonacci

    Trading AnalystCRD 7154280

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
425 Walnut St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth