Capo Creek Financial Solutions

Overview

Capo Creek Financial Solutions operates as a sole proprietorship and is registered at the state level in California. The firm positions itself as an independent registered investment adviser serving individual and family clients, with primary activities focused on financial planning and portfolio management for individuals and small businesses. Its revenue model is a percentage-of-assets-under-management fee structure, and the business also conducts other financial product sales. The adviser reports a single-owner, individual-led structure rather than a multi-advisor or capital-allocating platform. The firm does not identify as an ESG investor and appears to concentrate its practice within California rather than operating as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices