Capco Asset Management, LLC

Capco Asset Management, LLC (CRD# 141325) is a financial advisory firm headquartered in Tampa, FL. They manage $80,000,000 in 38 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $2,105,263
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Capco Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
William H. Harrell
CRD#: 5216182
101 E Kennedy Blvd # 1160, Tampa, FL 33602
93
Wealthminder
score

William Harrell (CRD# 5216182) is an Investment Advisor Representative working at Capco Asset Management, LLC in Tampa, FL and has over 12 years of experience in the finance industry.

2
Paul A. Lind
CRD#: 2097704
101 E Kennedy Blvd # 1160, Tampa, FL 33602
93
Wealthminder
score

Paul Lind (CRD# 2097704) is an Investment Advisor Representative working at Capco Asset Management, LLC in Tampa, FL and has over 25 years of experience in the finance industry.

3
Christopher J. Harrell
CRD#: 2613467
101 E Kennedy Blvd # 1160, Tampa, FL 33602
87
Wealthminder
score

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.

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