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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    184
    MILLION
  • Total Number of Accounts
    199
    ACCOUNTS
  • Average Account Value
    $925,803
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
  • 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.

CA, NY

Financial Advisors at Xo Capital LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jason Oclaray, financial advisor Malibu CA
Jason R. Oclaray
CRD#: 3270425
Malibu, CA

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.

2
Adam Stern, financial advisor Malibu CA
Adam B. Stern
CRD#: 2373185
Malibu, CA

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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