Euro Pacific Capital, Inc.

Euro Pacific Capital, Inc. (CRD# 8361) is a financial advisory firm headquartered in Westport, CT. They manage $539,612,083 in 2,441 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    540
    MILLION
  • Total Number of Accounts
    2,441
    ACCOUNTS
  • Average Account Value
    $221,062
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Euro Pacific Capital, Inc.
Showing 1 - 10 of 28 top financial advisors.
1
Brandon M. Fuller
CRD#: 5744201
1201 Dove Street, Suite 200, Newport Beach, CA 92660
96
Wealthminder
score

Brandon Fuller (CRD# 5744201) is an Investment Advisor Representative working at Euro Pacific Capital, Inc. in Newport Beach, CA and has over 6 years of experience in the finance industry. Brandon Fuller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Corey J. Oberholtzer
CRD#: 3195098
9375 E. Shea Blvd, Suite 100, Scottsdale, AZ 85260
96
Wealthminder
score

Corey Oberholtzer (CRD# 3195098) is an Investment Advisor Representative working at Euro Pacific Capital, Inc. in Scottsdale, AZ and has over 17 years of experience in the finance industry. Corey Oberholtzer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Eric D. Steingruebner
CRD#: 3258619
1201 Dove Street, Suite 200, Newport Beach, CA 92660
96
Wealthminder
score

Eric Steingruebner (CRD# 3258619) is an Investment Advisor Representative working at Euro Pacific Capital, Inc. in Newport Beach, CA and has over 17 years of experience in the finance industry. Eric Steingruebner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Thomas H. Arthur
CRD#: 1839742
1201 Dove Street, Suite 200, Newport Beach, CA 92660
93
Wealthminder
score

Thomas Arthur (CRD# 1839742) is an Investment Advisor Representative working at Euro Pacific Capital, Inc. in Newport Beach, CA and has over 21 years of experience in the finance industry.

5
Eric A. Boegh
CRD#: 2479075
1334 Third Street, Promenade 301, Santa Monica, CA 90401
93
Wealthminder
score

Eric Boegh (CRD# 2479075) is an Investment Advisor Representative working at Euro Pacific Capital, Inc. in Santa Monica, CA and has over 22 years of experience in the finance industry.

6
Alphonse J. Calicchio
CRD#: 1577654
1201 Dove Street, Suite 200, Newport Beach, CA 92660
93
Wealthminder
score

Alphonse Calicchio (CRD# 1577654) is an Investment Advisor Representative working at Euro Pacific Capital, Inc. in Newport Beach, CA and has over 24 years of experience in the finance industry.

7
David Echeverria
CRD#: 5634258
1960 East Grand Avenue, Suite 425, El Segundo, CA 90245
93
Wealthminder
score

David Echeverria (CRD# 5634258) is an Investment Advisor Representative working at Euro Pacific Capital, Inc. in El Segundo, CA and has over 7 years of experience in the finance industry.

8
Burton B. Gardner
CRD#: 2050713
Gilbert, AZ
93
Wealthminder
score

Burton Gardner (CRD# 2050713) is an Investment Advisor Representative working at Euro Pacific Capital, Inc. in Gilbert, AZ and has over 14 years of experience in the finance industry.

9
Jacob D. Heskett
CRD#: 4966855
1201 Dove Street, Suite 200, Newport Beach, CA 92660
93
Wealthminder
score

Jacob Heskett (CRD# 4966855) is an Investment Advisor Representative working at Euro Pacific Capital, Inc. in Newport Beach, CA and has over 10 years of experience in the finance industry.

10
Joshua M. Holden
CRD#: 5585299
9375 E. Shea Blvd, Suite 100, Scottsdale, AZ 85260
93
Wealthminder
score

Joshua Holden (CRD# 5585299) is an Investment Advisor Representative working at Euro Pacific Capital, Inc. in Scottsdale, AZ and has over 8 years of experience in the finance industry.

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