Capco Asset Management, LLC

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.

Paul Lind is a financial advisor at Capco Asset Management, LLC in Tampa, FL, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has worked at Sungard since 2000. Capco Asset Management provides discretionary investment management to individuals, partnerships, trusts, and charitable entities through separate accounts and a pooled investment partnership. The firm employs a concentrated, fundamentally driven equity approach emphasizing business and management quality, valuation, and primary research, and offers both traditional and performance-based fee structures.

William Harrell Jr. is a financial advisor at Capco Asset Management, LLC with 21 years of industry experience. He holds a Series 65 designation and has been with Capco since 2004. Capco Asset Management provides discretionary investment management to individuals, partnerships, trusts, and charitable entities through client-owned separate accounts and a pooled investment partnership. The firm employs a concentrated, fundamentally driven equity approach focused on business quality, management quality, and valuation, supported by primary research and direct engagement with company management.

Nicholas Appelo is a financial advisor at Capco Asset Management, LLC in Jacksonville, FL, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at HighSage Ventures and Evercore Group LLC. Capco Asset Management provides discretionary investment management to individuals, partnerships, trusts, and charitable entities through client-owned separate accounts and a pooled investment partnership. The firm employs a concentrated, fundamentally driven equity approach emphasizing business and management quality, supported by primary research and direct engagement with company management.