CCO Capital, LLC

Broker-DealerFINRA MemberEst. 1992
Total AUM
Advisory reps
61
Avg account
$0

Firm details

Headquarters
Phoenix, Arizona
CRD number
31147
Registered since
December 16, 1992

Firm profile

FINTRX

Overview

CCO Capital, LLC is organized as a limited liability company and is recorded as an SEC-registered adviser since 1992. FINTRX classifies ownership as a mix of a domestic entity and an individual, and the data set lists the firm’s regulatory classification as “unclassified.” The firm is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser in the provided snapshot. FINTRX does not supply details on the firm’s advisory activities, fee schedule, investment preferences, or client segments.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Mukya Porter

    Mukya Porter

    Chief Compliance OfficerCRD 4775531

Contacts

3 of 60
  • Adam Nuger

    Adam Nuger

    Vice PresidentCRD 5847872

  • Daniel Mckenna

    Daniel Mckenna

    First Vice PresidentCRD 5902689

  • Lorylen Ludgate

    Lorylen Ludgate

    Vice President, National AccountsCRD 5352715

Unlock 57 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Phoenix, AZ

Maricopa

Location

Phoenix, AZ

Headquartered in Phoenix, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
2398 E Camelback Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth