CCO CAPITAL, LLC

Broker-DealerFINRA MemberEst. 1992
Total AUM
Advisory reps
61
Avg account
$0

Firm details

Headquarters
PHOENIX, Arizona
CRD number
31147
Registered since
December 16, 1992

Firm profile

FINTRX

Overview

CCO Capital, LLC is organized as a limited liability company and has been SEC-registered since 1992. Publicly disclosed classification is "unclassified" and ownership is described as a mix of a domestic entity and an individual. The firm does not present itself as a capital allocator and indicates it is not an active ESG investor. FINTRX records do not include descriptions of advisory activities, client types, fee schedules, or business lines, and the firm has not provided detail on affiliations or external activities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • MUKYA PORTER

    Chief Compliance OfficerCRD 4775531

Contacts

3 of 60
  • Benjamin Harmeyer

    AnalystCRD 7954849

  • LAUREN CROSS

    EmployeeCRD 6293504

  • Christine Isip

    Global Head of RFPCRD 4914738

Unlock 57 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PHOENIX, AZ

MARICOPA

Location

PHOENIX, AZ

Headquartered in PHOENIX, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
2398 E Camelback Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth