Kcoe Capital LLC

Broker-DealerFINRA MemberEst. 2001
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Camas, Washington
CRD number
104609
Registered since
March 20, 2001

Firm profile

FINTRX

Overview

Kcoe Capital LLC is organized as a limited liability company and is recorded as having registered with the SEC in 2001. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as "unclassified" in the FINTRX snapshot and is not identified as a capital allocator. FINTRX indicates the adviser is not an active ESG investor, not a multi-state adviser, not newly formed, and is not designated as a pension consultant or related adviser. The available profile supplies basic regulatory and structural facts but does not break out the firm's advisory offerings, client segments, or fee arrangements.

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

Contacts

3 of 7
  • Debra Degenshein

    Administrative PrincipalCRD 2923781

  • Peter Martin

    Peter Martin

    PrincipalCRD 4901731

  • Joshua Curtis

    Joshua Curtis

    Managing PartnerCRD 5448101

Unlock 4 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Camas, WA

Clark

Location

Camas, WA

Headquartered in Camas, WA, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
Clark
Address
2725 Nw 24th Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth