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CALEO CAPITAL N.A. LLC

PONTE VEDRA, FL · CRD 308542 · IAPD ↗ · caleocapital-usa.com · 609 838 1245

$111.8MRegulatory AUM
4Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
January 2026 — CALEO CAPITAL N.A. LLC (PONTE VEDRA, FL) is newly SEC-registered with $100.8M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.