Old School Capital LLC

Old School Capital LLC (CRD# 118226) is a financial advisory firm headquartered in Andover, MA. They manage $3,180,948 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $530,158
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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.

MA

Financial Advisors at Old School Capital LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steven G. Caron
CRD#: 4724213
Andover, MA
93
Wealthminder
score

Steven Caron (CRD# 4724213) is an Investment Advisor Representative working at Old School Capital LLC in Andover, MA and has over 15 years of experience in the finance industry.

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