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. The snapshot classifies ownership as a mix of a domestic entity and an individual, but does not place the firm into a specific adviser category (listed as "Unclassified"). The firm is identified as not being a capital allocator, not acting as a pension consultant, and not a related adviser to another registered adviser. Regulatory flags in the snapshot include that CCO Capital is not a multi-state adviser and is not an active ESG investor. The record also indicates the firm is not a newly formed adviser. Beyond these registry attributes, the firm has not supplied descriptive details about its advisory activities, client types, fee structure, or specific business lines.

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 60
  • Adam Nuger

    Adam Nuger

    Vice PresidentCRD 5847872

  • Daniel Mckenna

    Daniel Mckenna

    First Vice PresidentCRD 5902689

  • Lorylen Ludgate

    Lorylen Ludgate

    Vice President, National AccountsCRD 5352715

Unlock 57 more contacts

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth