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 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
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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