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FIRM PROFILE
Overview
CCO CAPITAL, LLC is located at 2398 East Camelback Rd 4th Floor, Phoenix, AZ 85016 and was first established at Denver, Delaware in 02/01/2018. After operating for 7 years, CCO 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 CCO CAPITAL, LLC’s clients are individuals and 0% of their clients are high net worth individuals. CCO 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 CCO 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 CCO 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 CCO 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 CCO CAPITAL, LLC Comes From
Understanding the Statistics for CCO CAPITAL, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
2398 East Camelback Rd 4th Floor, Phoenix, AZ 85016
2398 East Camelback Rd 4th Floor, Phoenix, AZ 85016
Small
(602) 778-6312
Delaware since 02/01/2018
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| CCO CAPITAL HOLDINGS, LLC | OWNER | ||
| BECERRIL, CRYSTAL L | FINOP | 7037197 | |
| BECERRIL, CRYSTAL L | PRINCIPAL OPERATIONS OFFICER | 7037197 | |
| BECERRIL, CRYSTAL L | PRINCIPAL FINANCIAL OFFICER | 7037197 | |
| DEMBO, JORDAN | SECRETARY | 7408267 | |
| SOMERS, AARON GEORGE | DEPUTY CHIEF COMPLIANCE OFFICER | 3145910 | |
| TERRY, JOSEPH DEAN | CHIEF COMPLIANCE OFFICER | 4612910 | |
| VANDE KROL, EMILY L | PRESIDENT | 5595099 |
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Advisor's working at CCO CAPITAL, LLC
Cheryl Lynn Schmitz
Paul Weisenfeld
Mukya Sue Denise Porter
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