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CALEO CAPITAL N.A. LLC
CRD 308542 · SEC 801-134431
50 VENTURE VALLEY CT, PONTE VEDRA, FL, 32081, United States
Phone
609 838 1245
Fax
6097939801
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$111.8M
Discretionary AUM
$91.1M
Team
5 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 110 | $90.4M |
| High net worth individuals | 9 | $17.6M |
States served
NJ, TX, FL
All web addresses on file
Official SEC filing: View on IAPD