Xo Capital LLC
CRD 316320SEC# 801-122473
No longer SEC-registered. Xo Capital LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$184.4M
Employees
4
Accounts
225
Location
—
Xo Capital LLC assets under management
Xo Capital LLC is an SEC-registered investment adviser. It reports $184.4 million in regulatory assets under management and employs 4 people.
Xo Capital LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Bryan Stern Control | Ceo And Managing Member | 50-75% | 2021 |
| Jason Ramsay Oclaray Control | President, Chief Operating Officer & Chief Compliance Officer | 50-75% | 2021 |
Frequently asked questions
How much does Xo Capital LLC manage?
Xo Capital LLC reports $184.4 million in regulatory assets under management on its Form ADV.
How many employees does Xo Capital LLC have?
Xo Capital LLC reports 4 employees.
Does Xo Capital LLC disclose fund performance?
Xo Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 8 a.m. - 4 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$184.4M▼ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$184.4Mregulatory AUM
Discretionary $47.9MNon-discretionary $136.4M