Alco Advisors, Inc.

RIASEC Registered
Total AUM
$28.8M
Discretionary
$25.4M
88% of AUM
Avg account
$655K
Accounts
44
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
129513
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Other
Client types
  • HNWI53.84%
  • Individuals31.5%
  • Charitable Organizations14.66%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Alco Advisors, Inc. is a small, privately owned advisory corporation that provides discretionary and non‑discretionary portfolio management to individuals, families and institutional clients. The firm’s stated preference is toward equities, and its filings show a material allocation to non‑exchange traded equity positions alongside more traditional public market exposure. Alco Advisors acts as an adviser rather than a capital allocator—meaning it places client capital with external managers and securities rather than operating pooled funds of its own. Services are delivered under a mix of fee arrangements (percentage of AUM, hourly and other fee structures) and the firm handles both individual/small business portfolios and business or institutional accounts. Alco Advisors is not positioned as an ESG specialist, and it does not list multi‑state advisory registration or pension consultancy as a focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 32%, Exchange Traded Equities 28%, Cash & Cash Equivalents 21%, Investment Grade Corp Bonds 16%, Non-Investment Grade Corp Bonds 2%, State & Local Bonds 1%32%
  • Non-Exchange Traded Equities32%
  • Exchange Traded Equities28%
  • Cash & Cash Equivalents21%
  • Investment Grade Corp Bonds16%
  • Non-Investment Grade Corp Bonds2%

Contacts

1 of 1
  • Stephen Coville

    PresidentCRD 3058857

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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth