Neosho Capital LLC

Neosho Capital LLC (CRD# 130779) is a financial advisory firm headquartered in La Jolla, CA. They manage $167,061,363 in 58 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    167
    MILLION
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $2,880,368
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
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, TX

Financial Advisors at Neosho Capital LLC
Showing 1 - 4 of 4 top financial advisors.
1
Alphonse I. Chan
CRD#: 2577321
4250 Executive Square, Suite 545, La Jolla, CA 92037
96
Wealthminder
score

Alphonse Chan (CRD# 2577321) is an Investment Advisor Representative working at Neosho Capital LLC in La Jolla, CA and has over 21 years of experience in the finance industry.

2
Robert K. Choi
CRD#: 1551781
4250 Executive Square, Suite 545, La Jolla, CA 92037
96
Wealthminder
score

Robert Choi (CRD# 1551781) is an Investment Advisor Representative working at Neosho Capital LLC in La Jolla, CA and has over 19 years of experience in the finance industry.

3
Christopher K. Richey
CRD#: 2839603
4250 Executive Square, Suite 545, La Jolla, CA 92037
96
Wealthminder
score

Christopher Richey (CRD# 2839603) is an Investment Advisor Representative working at Neosho Capital LLC in La Jolla, CA and has over 19 years of experience in the finance industry.

4
Vincent G. Pandes
CRD#: 2776566
4250 Executive Square, Suite 545, La Jolla, CA 92037
93
Wealthminder
score

Vincent Pandes (CRD# 2776566) is an Investment Advisor Representative working at Neosho Capital LLC in La Jolla, CA and has over 18 years of experience in the finance industry.

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