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XO CAPITAL LLC
XO CAPITAL LLC
3 registered advisors
·
CRD# 316320
SEC# 801-122473
1
310-507-7957
01
Firm Overview
AUM
$190M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at XO CAPITAL LLC
3 registered advisors
Adam Bryan Stern
MALIBU, California
CRD# 2373185
Jason Ramsay Oclaray
MALIBU, California
CRD# 3270425
Timothy Decilveo
MALIBU, California
CRD# 5802954
05
Office Locations
MALIBU, California
3 advisors
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Data sourced from SEC Form ADV filings. XO CAPITAL LLC (CRD# 316320) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.