Pcfo Capital

Overview

Pcfo Capital is an Illinois-based limited liability company that provides financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. The firm is registered with the SEC; the registration year is listed as Unknown. Ownership is held by an individual and the firm's classification is recorded as Unclassified. Fee arrangements include both a percentage-of-AUM component and fixed fees, indicating a mix of ongoing advisory relationships and one-time or retainer-style engagements. Pcfo Capital is not identified as a capital allocator, is not an active ESG investor, and does not operate as a multi-state adviser. It is affiliated with an accountant and an insurance company, which suggests access to tax and insurance planning resources alongside its advisory services.

Assets & Accounts

Location & Offices