A complete list of active advisors currently associated with XO Capital LLC
Warmer can help you find a great advisor at XO Capital LLC or one who fits your needs even better.
XO Capital serves high‑net‑worth individuals, families, trusts, philanthropic organizations and select institutional clients through a small advisor‑led practice. The firm provides financial planning, wealth and investment management, retirement plan consulting, and family‑office services that include business, brand and talent management and support for IP transactions. XO Capital tailors its advice to client objectives and uses proprietary quantitative and qualitative research and an Investment Committee to guide allocations implemented via mutual funds, ETFs, individual securities, private placements and selected Independent Managers. The firm offers both discretionary and non‑discretionary management and conducts ongoing client consultation and at least semi‑annual account reviews. The firm is notable for managing the majority of its $184.4 million in assets on a non‑discretionary basis (approximately $136.4 million non‑discretionary versus $47.9 million discretionary), an arrangement that is uncommon among supported firms. XO Capital also operates with a high account minimum ($15 million), a small client base (18 clients served by two advisors), and atypical offerings such as brand/talent business management and anticipated affiliated private funds and co‑investment opportunities.
To learn more about the advisors currently working at XO Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Los Angeles, CA
| 10
| |
Los Angeles, CA
| 4
|
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