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Anthony Edward Locascio

Advisor at Investment Capital Advisors — Clinton, NJ

Updated today

Credentials

CFP®, Series 63

Experience

43 years

Location

Clinton, NJ 08809

Investment Capital Advisors logo

Investment Capital Advisors

Independent

Total advisors

1

Clients per advisor

373 Very High

Avg AUM per client

$294,802 Low

HNW client ratio

22% Typical

About

Anthony Locascio is a CFP® professional with over 43 years of experience in financial services. He is the sole advisor at Investment Capital Advisors, a firm he has led since 2018. His prior work includes roles at Kovack Advisors and Kovack Securities, as well as operating his own consulting and insurance agencies. Outside of his advisory work, Locascio is an author of a children's book and performs as a stand-up comedian. Investment Capital Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations. The firm emphasizes a strategic asset allocation approach using fundamental, technical, and cyclical analysis, managing primarily long-term, income-focused portfolios through its own wrap fee program without third-party asset managers.

Client services

Based on Investment Capital Advisors

Financial planning Portfolio management

Expertise

Based on Investment Capital Advisors

General retirement planning General tax planning Wealth management Retirement withdrawal strategies Real estate investing

Demographic focus

Based on Investment Capital Advisors

Approaching retirement Retired

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Fee options

Fixed

Fixed fee for comprehensive financial planning services ranging from $400 to $3,000 based on client profile

Percentage

$0 - $250,000: 1.00% annually $250,001 - $500,000: 0.90% annually $500,001 - $1,000,000: 0.80% annually $1,000,001 - $2,000,000: 0.70% annually $2,000,001 - $3,000,000: 0.60% annually $3,000,001 - $5,000,000: 0.55% annually $5,000,001+: 0.50% annually

Project-based

$375 per hour for financial planning services after the initial year

Other

Account minimum: $50,000 Fee-only: Fixed fees for financial planning ranging from $400 to $3,000 based on income, net worth, and marital status; hourly rate of $375 per hour for subsequent financial planning services after one year.

Location

Clinton, NJ

116 West Main St.

Clinton NJ 08809

Advisors at this office

1

Most active in

Delaware · Florida · Louisiana · New Jersey · North Carolina · Pennsylvania · South Carolina · Texas · Virginia

Work history

43 years of industry experience

Investment Capital Advisors LLC

2018 - Present • 8 years

Clinton, NJ

Kovack Advisors, Inc.

2015 - 2018 • 3 years

Fort Lauderdale, FL

Kovack Securities Inc.

2014 - 2024 • 10 years

Clinton, NJ

Anthony Locascio Consulting, LLC

2005 - 2009 • 4 years

Clinton, NJ

Anthony Locascio Agency

1981 - Present • 45 years

Bridgewater, NJ

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 65

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Wealth management Active portfolio management Retirement income strategy College savings (529s, UTMA, etc.)
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CFP®, Series 63, Series 65

Flemington, NJ

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Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
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John M

Series 63, Series 65

Annandale, NJ

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John Macmillan is the sole advisor at Macmillan Financial LLC in Annandale, NJ, holding Series 63 and Series 65 designations with 20 years of industry experience. He has worked at Macmillan Agencies since 2006. Macmillan Financial provides investment advisory and financial planning services to individuals and institutional clients, including pension plans, businesses, charities, and trusts. The firm follows a fundamental, research-driven approach that emphasizes long-term investing while allowing short-term trades when appropriate, managing client accounts with limited discretionary authority.

General retirement planning General estate planning guidance
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J. M

CFA®

Far Hills, NJ

Manley Capital Management, LLC

J. Manley is a CFA® charterholder with 12 years of industry experience. He has been the sole advisor at Manley Capital Management, LLC since 2013. Manley Capital Management provides discretionary investment advisory services and financial planning to individuals, trusts, endowments, and other institutions. The firm employs a value-driven, economically balanced asset-allocation strategy that incorporates equities, fixed income, commodities, and currencies, with portfolio adjustments based on market valuation and risk-reward considerations.

Active portfolio management Tax-loss harvesting Wealth management
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Douglas R

Series 63, Series 65

Long Valley, NJ

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Douglas Robb Jr. is a financial advisor at ABC Wealth Inc with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including CUSO Financial Services, Lincoln Financial Distributors, and LPL Financial. He also operates a sole proprietorship as an insurance agent. ABC Wealth Inc is an independent investment adviser serving primarily individual clients with discretionary asset management and comprehensive financial planning. The firm sponsors a wrap fee program and uses sub-advisors and third-party managers to tailor portfolios to clients’ goals, providing financial planning at no additional cost.

Private / alternative investments Retirement income strategy Options & derivatives strategies
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Robert S

CFP®, Series 63

Bloomsbury, NJ

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Robert Stickel is a CFP® and CPA with 29 years of experience in the financial advisory industry. He is the sole advisor at RLS Financial Services, an independent firm he has operated since 2011. Prior to that, he held positions at Avantax Advisory Services and Avantax Investment Services Inc for over two decades. In addition to his advisory work, Stickel provides tax preparation, accounting, and insurance services including Medicare supplement, life, disability, and long-term care insurance. RLS Financial Services offers financial planning and portfolio management primarily to individuals and high-net-worth clients. The firm emphasizes fundamental research and manages wrap fee accounts alongside non-wrap accounts, operating mainly on a non-discretionary basis to allow clients to retain decision-making authority.

Annuities College savings (529s, UTMA, etc.)
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