Alco Advisors, Inc.
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities32%
- Exchange Traded Equities28%
- Cash & Cash Equivalents21%
- Investment Grade Corp Bonds16%
- Non-Investment Grade Corp Bonds2%
Contacts
1 of 1Stephen Coville
PresidentCRD 3058857
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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