Unclaimed Profile

Adam Bryan Stern

XO CAPITAL LLC·MALIBU, California

Clean recordXO CAPITAL LLC

23700 MALIBU COLONY ROAD, MALIBU, CA 90265CRD# 2373185Firm CRD# 316320

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam Bryan Stern · MALIBU, CA

Registration

CRD #2373185 · XO CAPITAL LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

XO CAPITAL LLC

AUM

$190M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2373185

Firm CRD# 316320

View on FINRA BrokerCheck →

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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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