Locust Capital Management LLC

Locust Capital Management LLC (CRD# 148148) is a financial advisory firm headquartered in Philadelphia, PA. They manage $288,000,000 in 347 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    288
    MILLION
  • Total Number of Accounts
    347
    ACCOUNTS
  • Average Account Value
    $829,971
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

CA, NJ, NY, PA

Financial Advisors at Locust Capital Management LLC
Showing 1 - 6 of 6 top financial advisors.
1
Augustine A. Repetto
CRD#: 2682833
Philadelphia, PA
96
Wealthminder
score

Augustine Repetto (CRD# 2682833) is an Investment Advisor Representative working at Locust Capital Management LLC in Philadelphia, PA and has over 17 years of experience in the finance industry. Augustine Repetto 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
William F. Casey
CRD#: 2240707
1629 Locust Street, Philadelphia, PA 19103
93
Wealthminder
score

William Casey (CRD# 2240707) is an Investment Advisor Representative working at Locust Capital Management LLC in Philadelphia, PA and has over 7 years of experience in the finance industry.

3
Andrew W. Purcell
CRD#: 3022528
Philadelphia, PA
93
Wealthminder
score

Andrew Purcell (CRD# 3022528) is an Investment Advisor Representative working at Locust Capital Management LLC in Philadelphia, PA and has over 17 years of experience in the finance industry.

4
Thomas J. Saunders
CRD#: 2854359
1760 Market Street, Philadelphia, PA 19103
93
Wealthminder
score

Thomas Saunders (CRD# 2854359) is an Investment Advisor Representative working at Locust Capital Management LLC in Philadelphia, PA and has over 19 years of experience in the finance industry.

5
Brian H. Welsh
CRD#: 2090823
1760 Market Street, Philadelphia, PA 19103
93
Wealthminder
score

Brian Welsh (CRD# 2090823) is an Investment Advisor Representative working at Locust Capital Management LLC in Philadelphia, PA and has over 10 years of experience in the finance industry.

6
Adam J. Tucker
CRD#: 5793687
Ocean Ave, Carmel-By-The-Sea, CA 93921
81
Wealthminder
score

Adam Tucker (CRD# 5793687) is an Investment Advisor Representative working at Locust Capital Management LLC in Carmel-By-The-Sea, CA and has over 6 years of experience in the finance industry.

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