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CONNETIC VENTURES

COVINGTON, KY · CRD 329078 · IAPD ↗ · conneticventures.com · 859-201-6235

$41.3MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2026 — CONNETIC VENTURES now reports custody of client assets ($500,000).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
April 2026 — CONNETIC VENTURES now reports 1 private fund(s) ($500,000 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
60
November 2024 — CONNETIC VENTURES's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
85
July 2024 — CONNETIC VENTURES (COVINGTON, KY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.