Be advised. This firm is no longer registered.

Neosho Capital LLC

Neosho Capital LLC (CRD# 130779) is a financial advisory firm headquartered in La Jolla, CA. They manage $163,382,715 in 71 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    163
    MILLION
  • Total Number of Accounts
    71
    ACCOUNTS
  • Average Account Value
    $2,301,165
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Neosho Capital LLC
No Advisor Found.
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