|
⚲
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| XO Capital LLC
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|
|---|---|
| CRD # | 316320 |
| SEC # | 801-122473 |
| CIK # | |
| AUM | $184.4 M (2026-03-24) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 310-507-7957 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 18 | 146.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 2.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 35.5 |
| (n) Other | 0 | 0.0 |
| Total | 225 | 184.4 |
| By Discretionary | ||
| Discretionary | 17 | 47.9 |
| Non-Discretionary | 208 | 136.4 |
| Total | 225 | 184.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 184.4 | |
| Total | 225 | 184.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Torrey-Payne Wealth Management LLC
✚
|
CA | 0.2 |
|
Reach Wealth Management LLC
✚
|
UT | 0.2 |
|
Greenway Wealth Advisors LLC
✚
|
NC | 0.2 |
|
Storgate LLC
✚
|
0.2 | |
|
Selkirk Wealth Advisors LLC
✚
|
WA | 0.2 |
|
Longevity Capital Management LLC
✚
|
CA | 0.2 |
|
Cooper Financial Services Inc
✚
|
CT | 0.2 |
|
Authentikos Wealth Advisory LLC
✚
|
CA | 0.2 |
|
High Pines Wealth Management LLC
✚
|
MA | 0.2 |
|
Alpenglobal Capital LLC
✚
|
0.2 |