AUMdb
CC

Catharine Coble Jorgensen

CRD 7700798

Firms

FirmRoleAs of
Cap Six Advisors Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Board & officer roles (1)

OrganizationRoleCompensationAs of
King Ranch Family Trust Trustee 12/31/2024

Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.

Ownership stakes

  • Cap Six Advisors Llc
    Chief Executive Officer, Chief Compliance Officer · Less than 5% · Dec 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗