Xo Capital LLC
Xo Capital LLC (CRD# 316320) is a financial advisory firm headquartered in , . They manage $184,234,858 in 199 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management184MILLION
Total Number of Accounts199ACCOUNTS
Average Account Value$925,803
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
Jason Oclaray (CRD# 3270425) is an Investment Advisor Representative working at Xo Capital LLC in Malibu, CA and has over 22 years of experience in the finance industry.
Adam Stern (CRD# 2373185) is an Investment Advisor Representative working at Xo Capital LLC in Malibu, CA and has over 28 years of experience in the finance industry.