CAPO CREEK FINANCIAL SOLUTIONS

CAPO CREEK FINANCIAL SOLUTIONS of SAN CLEMENTE, CA is an SEC-registered investment adviser (CRD 311923). Regulatory assets under management: $9.0M.

Registration

• CRD: 311923
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311923 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search