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 registered with the SEC since 1992. Ownership is recorded as a mix of a domestic entity and an individual. The firm's record carries an “Unclassified” designation and it is not identified as a capital allocator. The profile flags that the firm does not present itself as an active ESG investor, is not listed as a multi-state adviser, and is not described as a pension consultant or related adviser. Details about the firm's core advisory activities, client segments, and fee model are not provided in the available record, so the public-facing description is limited to the structural and regulatory attributes above.

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
  • Benjamin Harmeyer

    Benjamin Harmeyer

    AnalystCRD 7954849

  • Lauren Cross

    EmployeeCRD 6293504

  • Christine Isip

    Christine Isip

    Global Head of RFPCRD 4914738

Unlock 57 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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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