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 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

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

  • Steven Callahan

    Steven Callahan

    PrincipalCRD 5451566

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