James Welch has been an investment adviser representative at Capco Asset Management since February 2026, and is not listed among the firm’s executive officers or direct owners.
Capco Asset Management, LLC is a Tampa, FL firm with $469M under management, 83 clients and 5 advisers across 3 offices, as of its March 2026 filing.
- Capco Asset Management, LLCCurrent– present · under a yearSaint John, FL · Adviser representative · Firm CRD 141325
Investment adviser representative registrations
James Welch is registered as an investment adviser representative in Florida, since February 2026.
- FloridaSince 24 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 February 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- James Emory Welch
- CRD
- 8172563
- Firm
- Capco Asset Management · CRD 141325
- Office
- Saint John, FL
- Registration
- Investment adviser registration
- In the industry since
- February 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does James Welch work?
James Welch is an investment adviser representative registered through Capco Asset Management, LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is James Welch a financial advisor?
Yes. James Welch has a current investment-adviser registration in Florida, through Capco Asset Management since February 2026.
How many years of experience does James Welch have?
James Welch has 0 years in the financial industry, since February 2026, across 1 adviser firm.
What exams has James Welch passed?
James Welch passed the Series 65 in February 2026.
Where is James Welch based?
James Welch’s registered office is in Saint John, FL.
Is James Welch registered with FINRA?
No. James Welch has no current broker registration.
How can I verify James Welch’s record?
Search CRD 8172563 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Welch’s full registration record.