Unclaimed Profile

Timothy Decilveo

XO CAPITAL LLC·MALIBU, California

SIE, Series 3, Series 7, Series 65, Series 66Clean record11 years registeredXO CAPITAL LLC

23700 MALIBU COLONY ROAD, MALIBU, CA 90265CRD# 5802954Firm CRD# 316320

Profile Verification

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

Identity

Timothy Decilveo · MALIBU, CA

Registration

CRD #5802954 · XO CAPITAL LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: XO CAPITAL LLC

XO CAPITAL LLC

Jan 2022 – Jun 2025

LOS ANGELES, CA

J.P. MORGAN SECURITIES LLC

Feb 2017 – Aug 2017

LOS ANGELES, CA

MORGAN STANLEY

Feb 2015 – Mar 2017

SANTA MONICA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 65

Series 66

Registration record

First registered · February 2, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

XO CAPITAL LLC

CRD 316320 · SEC 801-122473

AUM

$190M

Regulatory assets under management

Employees

230 client accounts

Services offered by XO CAPITAL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at XO CAPITAL LLC →

Introduction

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Frequently Asked Questions

What services does Timothy Decilveo offer?

Timothy Decilveo specializes in Financial Planning, Investment Management, Wealth Management.

What are Timothy Decilveo's credentials?

Timothy Decilveo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Decilveo located?

Timothy Decilveo is based in MALIBU, California, last registered with XO CAPITAL LLC.

How does Timothy Decilveo charge for services?

Timothy Decilveo'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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