CCO · Namcoa
Ernest J. C'debaca
CRD 5574701 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Namcoa, an SEC-registered asset manager based in Mooresville, NC with $404 million in regulatory assets, lists Ernest J. C'debaca on its Form ADV as CCO. The SEC filings also name Ernest at 2 other registered advisers.
Firms and roles
- NamcoaCCOAsset manager · Mooresville, NC · $404M in regulatory assets
- Walser Wealth Management Company, A Limited Liability CompanyCCOWealth manager · Tampa, FL · $339M in regulatory assets
- Soundpath Retirement Strategies, LLCCCOWealth manager · Bellevue, WA · $159M in regulatory assets
AtlasMembers
Ernest’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 3 firmsLocked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Paul J. McIntyreMember, Namcoa
- Bryan E. SmithPresident, Namcoa
- Susan R. Riser WhitlockMember & Chairperson, Namcoa
- Rebecca WalserManaging Member, Walser Wealth Management Company, A Limited Liability Company
- Benjamin J. KovalFounder, Soundpath Retirement Strategies, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ernest’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.