Capco Asset Management, Llc
- Regulatory AUM
- $469M
- Discretionary
- $469M
- Clients
- 83
- Avg AUM / client
- $5.6M
- Accounts
- 139
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 17 | $5.9M | 1.26% |
| High net worth individuals | 65 | $302M | 64.5% |
| Pooled investment vehicles (non-investment companies) | 1 | $160M | 34.2% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $169M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Capco Partners, Ltd | Hedge Fund | Florida | $169M | 42 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Touchton, John, Thomas | Shareholder | Oct 1983 (43y) | 25% – 50% of Witoco (indirect) | |
| Touchton, Lavinia, H | Shareholder | Oct 1983 (43y) | 25% – 50% of Witoco (indirect) | |
| Christopher James Harrell | Managing Member | Jun 2004 (22y) | 25% – 50% | |
| William Hughes Harrell | Managing Member And Cco | Jun 2004 (22y) | 25% – 50% | |
| Paul Alan Lind | Member | Jul 2016 (10y) | 5% – 10% | |
| Nicholas Daniel Appelo | Registered representative | Jan 2026 (1y) | ||
| James Emory Welch | Registered representative | Feb 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Witoco Holdings Llc | Member | Jun 2004 | A | 10% – 25% |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $169M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Capco Partners, Ltd | Hedge Fund | $169M | $500K | 42 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 1.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Fidelity Brokerage Services $308M (66% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗