Navian Capital Securities LLC
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 145037
- Registered since
- January 15, 2008
- Website
- www.naviancapital.com
Firm profile
FINTRXOverview
Navian Capital Securities LLC is organized as a limited liability company and is recorded in FINTRX as having been SEC-registered in 2008. The ownership is listed as a mix of a domestic entity and an individual. The firm is categorized as "unclassified" in the dataset and is not identified as a capital allocator. FINTRX also flags that the firm is not an active ESG investor, is not a multi-state adviser, and is not a newly formed adviser, pension consultant, or related adviser. The available profile contains minimal disclosure about business activities, advisory services, or target client segments. That limited public footprint in the dataset constrains conclusions about the firm’s service model or distribution strategy.
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
2 of 2
Robert Jenkins
Chief Financial OfficerCRD 6030790
Timothy Bonacci
President, CEOCRD 4194271
Contacts
3 of 16
Lance Mogdics
Internal Sales ManagerCRD 5358129

Taylor Contino
Data AnalystCRD 7865069
Sarah Russell
FinOpCRD 6727189
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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