Advisor at Capco Asset Management, LLC
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Location
Saint John, FL
Credentials
Series 65
James Welch is a financial advisor at Capco Asset Management, LLC in Saint John, FL, holding a Series 65 designation with one year of experience in advisory roles. His prior work includes positions at MetaMetrics, Verint Systems, Cogito Corp., Availity, Web.com, and Rayonier Advanced Materials. Capco Asset Management provides discretionary investment management to individuals, partnerships, trusts, and charitable entities, employing a concentrated, fundamentally driven equity approach that emphasizes business and management quality along with valuation. The firm offers both separate accounts and a pooled investment partnership, with the latter allowing for strategies such as short sales and leverage.
20% of profits subject to a high water mark for partnership clients who elect this option
Account minimum: $500,000
Saint John, FL
Florida
Capco Asset Management, LLC
2025 - Present (1 year)
MetaMetrics
2025 - 2025 (1 year)
Verint Systems
2024 - 2025 (1 year)
Cogito Corp.
2021 - 2024 (3 years)
Availity
2020 - 2021 (1 year)
Web.com
2016 - 2020 (4 years)
Rayonier Advanced Materials
2014 - 2016 (2 years)
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