CAPO CREEK FINANCIAL SOLUTIONS

Overview

Capo Creek Financial Solutions is a single-owner, independent registered investment adviser operating as a sole proprietorship that serves individual and family clients. The firm charges advisory fees based on a percentage of assets under management and focuses on financial planning and portfolio management for individuals and small businesses. It lists its primary business activity as other financial product sales, and it does not position itself as a capital allocator or an ESG-focused manager. The firm's SEC registration year is not specified in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives