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CAPLO ADVISORY LLC
CRD 312295
1203 WAUGH DR., HOUSTON, TX, 77019, United States
Phone
832-250-5988
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$18.0M
Discretionary AUM
$18.0M
Team
1 total employees; 1 advisory reps; 33 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $18.0M |
All web addresses on file
Official SEC filing: View on IAPD