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 registered with the SEC (registration recorded in 2001). The firm is listed as "Unclassified" in the snapshot and is shown as owned by a combination of a domestic entity and an individual. Public records in this dataset do not list advisory activities, fee arrangements, client segments, or business lines. Regulatory attributes captured in the snapshot indicate the firm is not designated as a capital allocator, is not identified as an active ESG investor, and is not flagged as a multi-state or newly formed adviser. It is also not listed as a pension consultant or a related adviser in this dataset.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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