CAPLO ADVISORY LLC

CAPLO ADVISORY LLC of HOUSTON, TX is an SEC-registered investment adviser (CRD 312295). Regulatory assets under management: $18.0M.

Registration

• CRD: 312295
• Type: Registered investment adviser
• Location: 1203 WAUGH DR., HOUSTON, TX, 77019
• Phone: 832-250-5988
• Latest filing: 2026-03-31
• Regulatory AUM: $18.0M
• Discretionary AUM: $18.0M
• Clients: 1
• Accounts: 72

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312295 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search