Nicholas Appelo has been an investment adviser representative at Capco Asset Management since January 2026, and is not listed among the firm’s executive officers or direct owners. Nicholas Appelo holds a Master of Science in Finance from the University of Florida. Nicholas Appelo studied BSBA in Finance at the University of Florida.
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.
Nick Appelo is a research analyst at Capco Asset Management, based in Tampa, Florida, since 2025 and previously from 2019 to 2022. From 2022 to 2025 he worked at HighSage Ventures, a family investment office, investing in public and private companies focusing on software, internet and industrial businesses. He began his career in investment banking with Evercore from 2017 to 2019, advising telecom and media companies on mergers and acquisitions.
- Capco Asset Management, LLCCurrent– present · under a yearJacksonville, FL · Adviser representative · Firm CRD 141325
Investment adviser representative registrations
Nicholas Appelo is registered as an investment adviser representative in Florida, since January 2026.
- FloridaSince 5 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 December 2025 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 21 July 2017 |
| Series 79 | Investment Banking Registered Representative Examination | 17 July 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Banking Registered Representative Examination
- Full name
- Nicholas Daniel Appelo
- CRD
- 6491778
- Firm
- Capco Asset Management · CRD 141325
- Office
- Jacksonville, FL
- Registration
- Investment adviser registration
- In the industry since
- August 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- capcovalue.com
Where does Nicholas Appelo work?
Nicholas Appelo is an investment adviser representative registered through Capco Asset Management, LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Nicholas Appelo a financial advisor?
Yes. Nicholas Appelo has a current investment-adviser registration in Florida, through Capco Asset Management since January 2026.
How many years of experience does Nicholas Appelo have?
Nicholas Appelo has 5 years in the financial industry, since August 2021, across 1 adviser firm.
What exams has Nicholas Appelo passed?
Nicholas Appelo has passed 3 licensing exams: the Series 79, Series 63 and Series 65. The earliest, the Series 79, was passed in July 2017. FINRA credited Nicholas Appelo with the SIE, which began in October 2018.
Where is Nicholas Appelo based?
Nicholas Appelo’s registered office is in Jacksonville, FL.
Is Nicholas Appelo registered with FINRA?
No. Nicholas Appelo has no current broker registration.
How can I verify Nicholas Appelo’s record?
Search CRD 6491778 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nicholas Appelo’s full registration record.