# CAPO CREEK FINANCIAL SOLUTIONS

CAPO CREEK FINANCIAL SOLUTIONS of SAN CLEMENTE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 311923
- Type: SEC-registered investment adviser
- Location: 26 VIA ADRIAN, SAN CLEMENTE, CA, 92673
- Phone: 949-433-7768
- Latest filing: 2026-05-19
- Regulatory AUM: $9.0M
- Discretionary AUM: $9.0M
- Accounts: 42

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/311923/brochure
- Similar advisers: https://search.stillhousedata.com/firm/311923/similar
- Related entities: https://search.stillhousedata.com/firm/311923/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/311923

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.