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FIRM PROFILE
Overview
KCOE CAPITAL LLC is located at 2725 Nw 24th Ave., Camas, WA 98607 and was first established at Denver, Kansas in 03/28/2000. After operating for 26 years, KCOE CAPITAL LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of KCOE CAPITAL LLC’s clients are individuals and 0% of their clients are high net worth individuals. KCOE CAPITAL LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at KCOE CAPITAL LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access KCOE CAPITAL LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at KCOE CAPITAL LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for KCOE CAPITAL LLC Comes From
Understanding the Statistics for KCOE CAPITAL LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
2725 Nw 24th Ave., Camas, WA 98607
2725 Nw 24th Ave., Camas, WA 98607
Small
(360) 624-7300
Kansas since 03/28/2000
Limited Liability Company
March
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| PINION WEALTH MANAGEMENT, LLC | SHAREHOLDER | ||
| CALLAHAN, STEVEN JOSEPH | TREASURER, FINANCIAL PRINCIPAL, PFO, POO | 5451566 | |
| DEGENSHEIN, DEBRA ANN | VP ADMINISTRATION & MUNI PRINCIPAL | 2923781 | |
| FUNK, DONNA MARIE | CHAIRMAN OF BOARD | 7253561 | |
| GIBBS, BRYCE EDWARD | DIRECTOR | 7255260 | |
| MARTIN, PETER T | LLC MANAGER, CCO, AND AMLCO | 4901731 | |
| WALD, JEFFREY JAY | DIRECTOR | 4742155 |
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Advisor's working at KCOE CAPITAL LLC
Debra Ann Degenshein
Peter T Martin
Joshua Matthew Curtis
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