Night Owl Capital Management, LLC

Night Owl Capital Management, LLC (CRD# 106030) is a financial advisory firm headquartered in Greenwich, CT. They manage $505,525,000 in 276 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    506
    MILLION
  • Total Number of Accounts
    276
    ACCOUNTS
  • Average Account Value
    $1,831,612
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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.

CA, CT, FL, MA, NH, NJ, NY, TX, VT

Financial Advisors at Night Owl Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
John S. Kim
CRD#: 4249417
55 Old Field Point Rd, Greenwich, CT 06830
93
Wealthminder
score

John Kim (CRD# 4249417) is an Investment Advisor Representative working at Night Owl Capital Management, LLC in Greenwich, CT and has over 14 years of experience in the finance industry.

2
Charlie C. Gao
CRD#: 6086664
55 Old Field Point Road, Greenwich, CT 06830
88
Wealthminder
score

Charlie Gao (CRD# 6086664) is an Investment Advisor Representative working at Night Owl Capital Management, LLC in Greenwich, CT and has over 3 years of experience in the finance industry.

3
James Jiang
CRD#: 6528832
55 Old Field Point Road, Greenwich, CT 06830
87
Wealthminder
score

James Jiang (CRD# 6528832) is an Investment Advisor Representative working at Night Owl Capital Management, LLC in Greenwich, CT and has over 2 years of experience in the finance industry.

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