Caleo Capital N.a. LLC

Caleo Capital N.a. LLC (CRD# 308542) is a financial advisory firm headquartered in Ponte Vedra, FL. They manage $29,100,000 in 76 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
90 Fort Wade Road, Unit 100, Ponte Vedra, FL 32081
https://www.youtube.com/@caleocapitalusa
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    76
    ACCOUNTS
  • Average Account Value
    $382,895
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ, TX

Financial Advisors at Caleo Capital N.a. LLC
Showing 1 - 2 of 2 top financial advisors.
1
Daryl Bartkunsky, financial advisor Ponte Vedra FL
Daryl G. Bartkunsky
CRD#: 7861383
90 Fort Wade Road, Unit 100, Ponte Vedra, FL 32081

Daryl Bartkunsky (CRD# 7861383) is an Investment Advisor Representative working at Caleo Capital N.a. LLC in Ponte Vedra, FL and has 1 year of experience in the finance industry.

2
Sheldon-scott Halcrow, financial advisor Ponte Vedra FL
Sheldon-scott Halcrow
CRD#: 7429895
90 Fort Wade Road, Unit 100, Ponte Vedra, FL 32081

Sheldon-scott Halcrow (CRD# 7429895) is an Investment Advisor Representative working at Caleo Capital N.a. LLC in Ponte Vedra, FL and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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