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- Custodian
- Fidelity/NFS ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- AtlasPathway pioneer
- Established Date
- 07-08-2004
- Office Locations
- 3
Office Locations
About Capco Asset Management, LLC
Capco Asset Management is a Tampa-based RIA providing investment management for high net worth individuals and entities. The firm follows a concentrated, Buffett-influenced value approach centered on deep, primary-source research into businesses, management teams, and competitors. Client capital is primarily managed through Capco Partners, Ltd., a limited partnership, with SMAs predominantly allocated to ETFs.
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Owner & Executives
CHRISTOPHER JAMES HARRELL
Managing Member, Principal
- CRD
- #2613467
- Ownership
- Less than 5%
WILLIAM HUGHES HARRELL JR
Chief Compliance Officer, Managing Member
- CRD
- #5216182
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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NICHOLAS DANIEL APPELO
--
- CRD
- #6491778
PAUL ALAN LIND
Chief Operating Officer
- CRD
- #2097704
Legacy north
Quantum foundation
- CRD
- #36233
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $468,584,730 | $3,371,113 |
| Non-Discretionary | $0 | -- |
| Total | $468,584,730 | $3,371,113 |
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Separately Managed Accounts
Total SMA Asset: $308,147,444
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,360,226,063 | 75.5% |
| Cash | $441,397,862 | 24.5% |
| Total | $1,801,623,925 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT MATRIX | EAGLE RADIAL | 8G5ZIEE3M | RIR | 9.36% | $76,568,074 |
| OPTIMA SUMMIT | MERIDIAN QUANTUM | 7UNLOU6J2 | HRPM | 1.43% | $36,246,672 |
| GLACIER BRIDGE PIONEER | QUANTUM RIDGE | SZ2CVTTKT | XCAF | 0.72% | $28,540,363 |
| MOMENTUM VALUE | CREST SUMMIT | 0XBIP8R8V | PBG | 5.72% | $50,610,940 |
| CATALYST RADIAL MATRIX | NORTH BRIDGE | TPL5XEWM3 | JLJDJ | 2.65% | $35,233,826 |
| BRIDGE RIDGE FOCUS | HARBOR FRONTIER | NGVTMA8XK | QVXA | 8.04% | $66,161,006 |
| EMBER BEACON | HORIZON BEACON | BHZHKNXJ8 | OHNJS | 8.40% | $24,932,484 |
| SUMMIT RIDGE WAVE | GLACIER VALUE | J9D9U450Y | ASKB | 8.79% | $49,340,008 |