CAPCO ASSET MANAGEMENT, LLC

101 E Kennedy Blvd # 1425
Tampa, Florida 33602
Tel: 813-805-0777

About CAPCO ASSET MANAGEMENT, LLC

CAPCO ASSET MANAGEMENT, LLC, formally registered with the SEC as CAPCO ASSET MANAGEMENT, LLC. The firm was established in 07/13/2017. They have over 1 offices throughout the country.

CAPCO ASSET MANAGEMENT, LLC is a Tampa, Florida based Financial Planning firm with nearly $432,685,817 assets under management, offering retirement planning & investment advisory services to 129 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	141325
SEC#	801-110809
Assets Managed by Firm	$432,685,817
No. of Clients	129
No. of Advisors	3

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	129	$432,685,817
Individuals (other than high net worth individuals)	26	$11,724,459
High net worth individuals	68	$252,280,370

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