Euro Pacific Capital, Inc.

Euro Pacific Capital, Inc. (CRD# 8361) is a financial advisory firm headquartered in Westport, CT. They manage $474,949,014 in 2,372 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    475
    MILLION
  • Total Number of Accounts
    2,372
    ACCOUNTS
  • Average Account Value
    $200,231
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, WY

Financial Advisors at Euro Pacific Capital, Inc.
Showing 1 - 10 of 29 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 8 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 18 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 18 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 23 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 23 years of experience in the finance industry.

6
David Echeverria
CRD#: 5634258
1201 Dove Street, Suite 200, Newport Beach, CA 92660
93
Wealthminder
score

David Echeverria (CRD# 5634258) is an Investment Advisor Representative working at Euro Pacific Capital, Inc. in Newport Beach, CA and has over 9 years of experience in the finance industry.

7
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 16 years of experience in the finance industry.

8
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 11 years of experience in the finance industry.

9
Tyler T. Kane
CRD#: 5592987
300 West Adams Street, Suite 840, Chicago, IL 60606
93
Wealthminder
score

Tyler Kane (CRD# 5592987) is an Investment Advisor Representative working at Euro Pacific Capital, Inc. in Chicago, IL and has over 9 years of experience in the finance industry.

10
John E. Neenan
CRD#: 4297288
88 Post Road West, 2nd Floor, Westport, CT 06880
93
Wealthminder
score

John Neenan (CRD# 4297288) is an Investment Advisor Representative working at Euro Pacific Capital, Inc. in Westport, CT and has over 13 years of experience in the finance industry.

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