A complete list of active advisors currently associated with PCFO Capital
Warmer can help you find a great advisor at PCFO Capital or one who fits your needs even better.
PCFO Capital, LLC provides discretionary portfolio management and financial planning services to individual and high‑net‑worth clients. The firm says it prepares Investment Policy Statements and performs ongoing portfolio monitoring, but currently reports no assets under management and no active registered advisors. Its stated investment approach combines fundamental analysis and modern portfolio theory with a long‑term trading orientation, and portfolios are tailored to clients’ goals, tax considerations, and documented risk tolerances. Financial planning engagements are delivered as discrete plans (with the option for additional services) and the firm also offers free educational seminars to the public. The brochure discloses affiliations with an insurance practice and a related accounting/consulting entity that provides tax preparation and other services, and notes that supervised persons may accept insurance commissions — a potential conflict the firm describes and documents. The firm uses fixed‑fee arrangements for planning, requires clients to custody assets at specified custodians, discloses a prior regulatory action involving its principal that included a suspension and fine, and does not act as a private fund adviser.
To learn more about the advisors currently working at PCFO Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
St Charles, IL
| —
|
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