Capco Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tampa, FL. Its latest Form ADV filing, dated March 11, 2026, reports $469M in regulatory assets under management, 5 employees, 2 offices, and 139 accounts.
Assets Under Management
$469M
Employees
5
Offices
2 offices
Total Clients
83
Primary office
TAMPA, FL
101 E KENNEDY BLVD # 1425, TAMPA, FL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 78.3% of total clients.
Top client categories% of clientsClients
1
HNWI
78.3%
65
2
Individuals
20.5%
17
3
Pooled Investment Vehicles
1.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$469Mas of March 11, 2026
Discretionary100.0%
$469M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$469M
Total Accounts139
10Y AUM Change+$325M (+227.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee17:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.