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Adam Bryan Stern

XO CAPITAL LLC·MALIBU, California
Unclaimed Profile
23700 MALIBU COLONY ROAD, MALIBU, CA 90265CRD# 2373185Firm CRD# 316320
01

About

Adam Bryan Stern is a registered financial advisor based in MALIBU, California, affiliated with XO CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
XO CAPITAL LLC
XO CAPITAL LLC
AUM
$190M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at XO CAPITAL LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2373185
Firm CRD# 316320
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adam Bryan Stern offer?
Adam Bryan Stern specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MALIBU, California for a consultation.
What are Adam Bryan Stern's credentials?
Adam Bryan Stern is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Bryan Stern located?
Adam Bryan Stern is based in MALIBU, California, working with XO CAPITAL LLC. Their office serves clients in the MALIBU metropolitan area and surrounding communities.
How does Adam Bryan Stern charge for services?
Adam Bryan Stern's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is XO CAPITAL LLC?
XO CAPITAL LLC has approximately 5 employees and manages $190M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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