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CONNETIC RIA LLC, CRD 329078
COVINGTON, KY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MARK HENRY JOSEFCZYK | n/a | COVINGTON, KY | 2 | 29 | 4 | no |
| Christopher Michael Hjelm | n/a | COVINGTON, KY | 1 | 11 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ROSS, DAVID | President | Na | yes | 05/2024 | May 20, 2024 | Oct 8, 2024 |
| WENDAL INC. | PARENT COMPANY | E | yes | 05/2019 | Jun 5, 2024 | Oct 8, 2024 |
| ZAPP, BRADLEY, ROBERT | PORTFOLIO MANAGER | Na | yes | 05/2024 | Jun 5, 2024 | Oct 8, 2024 |
| GIGGEY, MATTHEW, MICHAEL | CHIEF COMPLIANCE OFFICER | Na | no | 05/2024 | May 20, 2024 | Oct 8, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| WENDAL INC. | n/a | n/a | n/a | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 5, 2026 | $38.6M | $38.6M | 4 | 4 | 0 | 1 | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $41.3M | n/a | n/a | n/a | n/a | 4 | n/a | 0 | n/a |