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Nathan C Grow

Capstone Partners

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About Nathan C Grow

Nathan Grow is an investment banking registered representative with over 7 years of experience in the financial services industry. Nathan has a strong background in investment banking, having worked for several prominent firms, including Lincoln International LLC, Houlihan Lokey Capital, Inc., and Ashland Securities, LLC. Nathan is currently registered with Capstone Partners.

Firm Information

Nathan Grow is currently registered with Capstone Partners. Capstone Partners is a Limited Liability Company formed on April 8, 2004. The firm is registered with the SEC and in 15 states including Arizona, California, Colorado, Florida, Idaho, Illinois, Louisiana, Massachusetts, Michigan, New York, Ohio, Oregon, Pennsylvania, Texas, and Virginia.

Not reported

Assets Under Management

Not reported

Total Clients

89

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Nathan Grow’s Registration & Firm History

MA

10/10/2022 - Present

Capstone Partners (BOSTON MA)

FL

01/18/2022 - 07/08/2022

ASHLAND SECURITIES, LLC (MIAMI FL)

IL

08/02/2019 - 07/14/2021

HOULIHAN LOKEY CAPITAL, INC. (CHICAGO IL)

IL

08/11/2014 - 07/09/2019

LINCOLN INTERNATIONAL LLC (CHICAGO IL)

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Licenses & Designations

BC

Issued 11/17/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/2014

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nathan C Grow.
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