← Tributary

XO CAPITAL LLC

· CRD 316320 · IAPD ↗ · xocapital.team · 310-507-7957

$184.4MRegulatory AUM
2Advisory reps
4Employees
0Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2026 — XO CAPITAL LLC (location n/a) left the SEC roster (was $184.4M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
25
April 2025 — XO CAPITAL LLC changed its website from xocapital.net to xocapital.team.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
61
April 2024 — XO CAPITAL LLC reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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