CCO Capital, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
66
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 with ownership attributed to both a domestic entity and an individual. The source categorizes the firm as "Unclassified" and provides minimal descriptive detail about its business model. Available data indicates the firm does not function as a capital allocator, is not identified as an active ESG investor, and is not designated as a multi-state adviser, pension consultant, or related adviser. Public disclosures from the firm are sparse: the source does not include information on client segments, fee schedules, specific advisory activities, or investment process. That lack of detail limits the ability to describe how the firm positions itself or how it implements portfolios.

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 65
  • Adam Nuger

    Adam Nuger

    Vice PresidentCRD 5847872

  • Daniel Mckenna

    Daniel Mckenna

    First Vice PresidentCRD 5902689

  • Lorylen Ludgate

    Lorylen Ludgate

    Vice President, National AccountsCRD 5352715

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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