Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Caleo Capital N.A. LLC financial advisors in Ponte Vedra, FL

Every SEC-registered investment adviser representative at a Caleo Capital N.A. LLC office in Ponte Vedra, A to Z.

The short answer

4 registered advisors work at Caleo Capital N.A. LLC in Ponte Vedra, out of 5 at the firm nationwide; it ranks number 4 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Caleo Capital N.A. LLC advisors in Ponte Vedra, A to Z

Every Caleo Capital N.A. LLC advisor →

Caleo Capital N.A. LLC advisors in every city and state →Caleo Capital N.A. LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Caleo Capital N.A. LLC advisors in other cities

Fort Lauderdale, FL 1

Other firms in Ponte Vedra

All Ponte Vedra advisors →

Strategic Advisers LLC 17Highland Investment Advisors LLC 6Total Wealth Planning And Management, Inc. 6LPL Financial LLC 4Truist Advisory Services, Inc. 4Wells Fargo Clearing Services, LLC 3

Questions

How many financial advisors does Caleo Capital N.A. LLC have in Ponte Vedra?

4 investment adviser representatives are registered at Caleo Capital N.A. LLC offices in Ponte Vedra, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Caleo Capital N.A. LLC one of the largest advisor employers in Ponte Vedra?

Caleo Capital N.A. LLC ranks number 4 in Ponte Vedra by registered advisors; Strategic Advisers LLC has the most, with 17.

How do I check a Caleo Capital N.A. LLC advisor in Ponte Vedra?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Caleo Capital N.A. LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.