CCO Capital, LLC

Broker-DealerFINRA MemberEst. 1992
Total AUM
—
Advisory reps
64
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. FINTRX classifies the adviser as "Unclassified" and lists the ownership as a combination of a domestic entity and individual ownership. The snapshot indicates the firm is not designated as a capital allocator and is not identified as an active ESG investor, a multistate adviser, a pension consultant, or a related adviser. The firm did not provide descriptive entries for client types, fee schedule, specific advisory activities or lines of business in the FINTRX record, so public-facing detail on its target clients or service model is not available from this source.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Mukya Porter

    Mukya Porter

    Chief Compliance OfficerCRD 4775531

Contacts

3 of 63
  • Adam Nuger

    Adam Nuger

    Vice PresidentCRD 5847872

  • Daniel Mckenna

    Daniel Mckenna

    First Vice PresidentCRD 5902689

  • Lorylen Ludgate

    Lorylen Ludgate

    Vice President, National AccountsCRD 5352715

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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