RIA Intelligence

CALEO CAPITAL N.A. LLC

CRD #308542 SEC #801-134431 PONTE VEDRA, FL 609 838 1245
SEC Registered
Total AUM
$100.8M
Discretionary
$81.3M
Employees
4
Clients
0
Accounts
190

AUM Over Time

DateDec 2025
Total AUM$100.8M
Discretionary$81.3M
Non-Disc.$19.5M
Employees4
Clients0
DateNov 2025
Total AUM$100.8M
Discretionary$81.3M
Non-Disc.$19.5M
Employees4
Clients0
DateNov 2025
Total AUM$100.8M
Discretionary$81.3M
Non-Disc.$19.5M
Employees4
Clients0
DateSep 2025
Total AUM$100.8M
Discretionary$81.3M
Non-Disc.$19.5M
Employees4
Clients0
DateAug 2025
Total AUM$100.8M
Discretionary$81.3M
Non-Disc.$19.5M
Employees4
Clients0