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 has been SEC-registered since 2008. Public filings classify the firm as unclassified and identify ownership as a mix of a domestic entity and an individual. The record contains minimal detail about the firm's business lines, advisory services, or client focus, which limits visibility into its market positioning or target client segments. Regulatory-status flags on file indicate the firm is not categorized as a capital allocator and is not an active ESG investor. It is also not designated as a multi-state adviser or a newly formed adviser. Beyond these registry attributes, the firm has not provided substantive descriptions of its investment approach, product mix, or service model.
Assets & Accounts
Investments & Alternatives
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
3 of 3
Robert Jenkins
Chief Financial OfficerCRD 6030790
Timothy Bonacci
President, CEOCRD 4194271

Paul Stache
Chief Compliance OfficerCRD 1170097
Contacts
3 of 15
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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