XO Capital LLC

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Client assets under management

$146,248,939

Clients

100% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$8,124,941

About

XO Capital serves high‑net‑worth individuals, families, trusts, philanthropic organizations and select institutional clients through a small advisor‑led practice. The firm provides financial planning, wealth and investment management, retirement plan consulting, and family‑office services that include business, brand and talent management and support for IP transactions.

XO Capital tailors its advice to client objectives and uses proprietary quantitative and qualitative research and an Investment Committee to guide allocations implemented via mutual funds, ETFs, individual securities, private placements and selected Independent Managers. The firm offers both discretionary and non‑discretionary management and conducts ongoing client consultation and at least semi‑annual account reviews.

The firm is notable for managing the majority of its $184.4 million in assets on a non‑discretionary basis (approximately $136.4 million non‑discretionary versus $47.9 million discretionary), an arrangement that is uncommon among supported firms. XO Capital also operates with a high account minimum ($15 million), a small client base (18 clients served by two advisors), and atypical offerings such as brand/talent business management and anticipated affiliated private funds and co‑investment opportunities.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Executive Founder/Business Owner

Fee options

Fixed

$150,000 to $1,000,000 (negotiable, depending on scope and complexity) for financial planning and consulting services; Fixed project-based fees for retirement plan consulting services (negotiated individually)

Percentage

0.25% - 1.00% annually (negotiated based on portfolio size, composition, services, and personnel)

Project-based

$150,000 to $1,000,000 (negotiable, depending on scope and complexity) for financial planning and consulting services

Performance-based

Performance-based fees negotiated with qualified clients; fees based on net gains with possible benchmarks, high-water marks, or hurdle rates, in addition to asset-based fees

Other

Account minimum: $15,000,000

Main office location

XO Capital LLC

Los Angeles CA, United States

Number of offices

Most active in

California · Colorado · New York

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 310-507-7957

Advisors at this firm

Jason O

Series 65, Series 66

Los Angeles, CA

XO Capital LLC

Jason Oclaray is a financial advisor at XO Capital LLC with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at XO Capital since 2021 and Algonic Partners LLC since 2013. XO Capital serves a select group of high-net-worth individuals, trusts, estates, philanthropic organizations, corporations, and retirement plans, offering financial planning, wealth and investment management, and expanded family-office services including business, brand, and talent management. The firm uses proprietary quantitative and qualitative research to tailor portfolios across various asset types and emphasizes managing a small number of complex client relationships with a mix of discretionary and non-discretionary mandates.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner

Adam S

Series 63, Series 65

Los Angeles, CA

XO Capital LLC

Adam Stern is a financial advisor at XO Capital LLC with four years of industry experience. He previously worked at Geller Advisors and has been involved with Taborlake LLC since 2011. Stern holds Series 63 and Series 65 licenses. XO Capital serves primarily high-net-worth individuals, trusts, estates, philanthropic organizations, corporations, and retirement plans. The firm offers a range of services including financial planning, wealth management, retirement plan consulting, and family-office support, utilizing a combination of proprietary research and diverse investment options.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner

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