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 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 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.

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