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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-17-2021
- Office Locations
- 1
Office Locations
About Caplo Advisory LLC
Caplo Advisory is a Houston-based RIA serving high-earning professionals, entrepreneurs, and first-generation wealth builders with personalized financial planning and ongoing review-driven advice, plus implementation support. Portfolios are built with a simple, goals-based approach that can include ETFs and U.S. government/agency bonds, and the firm reports using Altruist as custodian; prospects can start via a short plan-fit quiz.
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Investment Themes
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Owner & Executives
JOHN PAUL CAPISTRAN
Chief Compliance Officer, Managing Member
- CRD
- #5451485
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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