Okemo Capital Management, LLC

Okemo Capital Management, LLC (CRD# 165816) is a financial advisory firm headquartered in Stow, MA. They manage $48,000,000 in 37 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.


Financial Advisors at Okemo Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
Adam J. Sureau
CRD#: 5712679
132 Great Rd., Suite 200, Stow, MA 01775

Adam Sureau (CRD# 5712679) is an Investment Advisor Representative working at Okemo Capital Management, LLC in Stow, MA and has over 8 years of experience in the finance industry.

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