Shareholder · Capco Asset Management, LLC
Lavinia H Touchton
CRD 5219364 · Named on Form ADV at one SEC-registered adviser
At a glance
Capco Asset Management, LLC, an SEC-registered wealth manager based in Tampa, FL with $469 million in regulatory assets, lists Lavinia H Touchton on its Form ADV as Shareholder, a control person.
Firms and roles
- Capco Asset Management, LLCShareholderWealth manager · Tampa, FL · $469M in regulatory assets
AtlasMembers
Lavinia’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 the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- William H. HarrellChief Compliance Officer and Managing Member, Capco Asset Management, LLC
- Christopher J. HarrellManaging Member, Capco Asset Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lavinia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.