ECHO INVESTMENT CAPITAL, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
OKLAHOMA CITY, Oklahoma
CRD number
313684

Firm profile

FINTRX

Overview

Echo Investment Capital, LLC is a privately held limited liability company whose ownership is listed as an individual. The firm functions as a sponsor and general partner, acting as the managing member for at least one pooled investment vehicle rather than operating as a traditional advisory firm with retail or institutional advisory accounts. Regulatory and classification metadata in the record are limited: the SEC registration year is not provided, the firm is marked as “unclassified,” and it is not identified as a multi-state adviser, capital allocator, pension consultant, or an active ESG investor.

Assets & Accounts

Investments & Alternatives

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
  • Michael Kanady

    Chief Executive OfficerCRD 7363047

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

OKLAHOMA CITY, OK

OKLAHOMA

Location

OKLAHOMA CITY, OK

Headquartered in OKLAHOMA CITY, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.

Metro area
Oklahoma City-Shawnee, OK
Region
South
County
OKLAHOMA
Address
120 Robert S Kerr Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth