Kcoe Capital LLC
Firm details
- Headquarters
- Camas, Washington
- CRD number
- 104609
- Registered since
- March 20, 2001
Firm profile
FINTRXOverview
Kcoe Capital LLC is organized as a limited liability company and has been registered with the SEC since 2001. Public filings identify the owner type as a combination of a domestic entity and an individual. The firm's regulatory classification in the available data is listed as unclassified. Available disclosures are sparse about the firm's business model. The record flags the firm as not acting as a capital allocator and not identified as an active ESG investor. It is also not listed as a multi-state adviser, not newly formed, not a pension consultant, and not reported as a related adviser. The firm did not provide detail on its client segments, fee arrangements, or the specific advisory activities it conducts in the dataset reviewed.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 7Debra Degenshein
Administrative PrincipalCRD 2923781

Peter Martin
PrincipalCRD 4901731

Steven Callahan
PrincipalCRD 5451566
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
SMI Capital Markets LLC
Broker-DealerBellevue, WA
Taylor Grey, Inc.
Broker-DealerMercer Island, WA
Symetra Securities, Inc.
Broker-DealerBellevue, WA
Reef Resources, LLC
Broker-DealerSeattle, WA
Wealth Asset Managers
Broker-DealerSpokane, WA
ZS Securities, LLC
Broker-DealerSeattle, WA