Capco Asset Management, LLC

Capco Asset Management, LLC (CRD# 141325) is a financial advisory firm headquartered in Tampa, FL. They manage $432,685,817 in 129 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
101 E Kennedy Blvd # 1425, Tampa, FL 33602
http://www.capcovalue.com
By the Numbers
  • Total Assets Under Management
    433
    MILLION
  • Total Number of Accounts
    129
    ACCOUNTS
  • Average Account Value
    $3,354,154
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, SC

Financial Advisors at Capco Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Christopher Harrell, financial advisor Tampa FL
Christopher J. Harrell
CRD#: 2613467
101 E Kennedy Blvd # 1425, Tampa, FL 33602

Christopher Harrell (CRD# 2613467) is an Investment Advisor Representative working at Capco Asset Management, LLC in Tampa, FL and has 1 year of experience in the finance industry.

2
William Harrell, financial advisor Tampa FL
William H. Harrell
CRD#: 5216182
101 E Kennedy Blvd # 1425, Tampa, FL 33602

William Harrell (CRD# 5216182) is an Investment Advisor Representative working at Capco Asset Management, LLC in Tampa, FL and has over 19 years of experience in the finance industry.

3
Paul Lind, financial advisor Tampa FL
Paul A. Lind
CRD#: 2097704
101 E Kennedy Blvd # 1425, Tampa, FL 33602

Paul Lind (CRD# 2097704) is an Investment Advisor Representative working at Capco Asset Management, LLC in Tampa, FL and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals