Xo Capital LLC
Xo Capital LLC (CRD# 316320) is a financial advisory firm headquartered in , . They manage $186,224,514 in 226 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Xo Capital LLC
By the Numbers
-
Total Assets Under Management186MILLION
-
Total Number of Accounts226ACCOUNTS
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Average Account Value$824,002
Compensation Options
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, NY
Financial Advisors at Xo Capital LLC
1
Jason Oclaray (CRD# 3270425) is an Investment Advisor Representative working at Xo Capital LLC in Malibu, CA and has over 24 years of experience in the finance industry.
2
Adam Stern (CRD# 2373185) is an Investment Advisor Representative working at Xo Capital LLC in Malibu, CA and has over 30 years of experience in the finance industry.
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