Navian Capital Securities LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
18
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 and is recorded as SEC-registered in 2008. Ownership is reported as a combination of a domestic entity and an individual. Regulatory data classifies the firm as "unclassified" and indicates it does not act as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. The record also notes the firm is not a newly formed adviser, not a pension consultant, and not listed as a related adviser. Public filings and the provided dataset include very little detail on the firm's investment strategy, client segments, or day-to-day advisory activities, so there is no granular description of target markets, portfolio construction, or service offerings available in the source material.

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
  • Robert Jenkins

    Robert Jenkins

    Chief Financial OfficerCRD 6030790

  • Timothy Bonacci

    Timothy Bonacci

    President, CEOCRD 4194271

Contacts

3 of 16
  • Lance Mogdics

    Lance Mogdics

    Internal Sales ManagerCRD 5358129

  • Taylor Contino

    Taylor Contino

    Data AnalystCRD 7865069

  • Sarah Russell

    FinOpCRD 6727189

Unlock 13 more contacts

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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