Advisor at Influx Capital Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Influx Capital Management
Location
Crows Landing, CA
Credentials
Series 63, Series 65
Industry experience
12 years
John Costa is a financial advisor at Influx Capital Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Re/Max Del Oro, Influx Insurance Services, and Principal Life Insurance Company. Outside of advisory services, he is involved in the sale and service of group medical and non-medical benefits. Influx Capital Management serves individuals, trusts, IRAs, and corporate clients by managing portfolios of stocks, bonds, ETFs, and other public investments on a non-discretionary basis. The firm employs a value-oriented investment approach combining fundamental and technical analysis with quantitative screening, focusing on underpriced securities with multi-year catalysts and maintaining low portfolio turnover for tax efficiency.
Up to 2.00% annually, billed monthly in arrears based on average daily balance
Account minimum: $1,000 Minimum fee: Minimum of $100.00 annually, charged quarterly in arrears Fee-only: Advisory fee based on percentage of assets under management; no commissions
Crows Landing, CA
California
Moonshine Dairy
2025 - Present (1 year)
Re/Max Del Oro
2015 - Present (11 years)
Influx Insurance Services
2015 - Present (11 years)
Influx Capital Managment
2015 - Present (11 years)
Principal Life Ins Co
2012 - Present (14 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
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They provide trust and estate administration services, typically for separate fees.
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They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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