Navian Capital Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
19
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 with ownership described as a combination of a domestic entity and an individual. The firm's snapshot classification is listed as unclassified and the available profile indicates a very limited public footprint: it does not identify itself as a capital allocator, an active ESG investor, a pension consultant, a related adviser, or a multi-state adviser. The summary provides no detail about fee schedules, specific advisory or brokerage activities, client segments, or investment mandates. The absence of substantive publicly reported business activity suggests the firm operates on a small scale or outside typical advisory registrant channels. That said, the entry confirms the organization exists as a separate legal entity rather than as a branch or division of a larger adviser.

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

FINTRX

Contacts

FINTRX

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