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 that has been SEC-registered since 2008. The FINTRX snapshot classifies the firm as unclassified and lists its owner type as a domestic entity and individual. The record does not identify the firm as a capital allocator. FINTRX flags show the firm is not an active ESG investor, is not designated a multi-state adviser, is not newly formed, and is not listed as a pension consultant or related adviser. Beyond those regulatory and classification markers, the firm did not provide descriptive information about its advisory activities, fee structure, or client segments in the available data.

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 16
  • Alexander Weil

    Alexander Weil

    DirectorCRD 4172999

  • Austin Rogers

    Registered RepresentativeCRD 6159741

  • Jessica Bonacci

    Jessica Bonacci

    Trading AnalystCRD 7154280

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth