William Harrell has been Chief Compliance Officer and Managing Member of Capco Asset Management since June 2004, is a control person of the firm and directly owns under 5% of it.
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 · 22 yearsTampa, FL · Adviser representative · Firm CRD 141325
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 August 2004 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- William Hughes Harrell
- CRD
- 5216182
- Firm
- Capco Asset Management · CRD 141325
- Role
- Chief Compliance Officer and Managing Member
- Office
- 101 E KENNEDY BLVD # 1425, Tampa, FL 33602
- Registration
- Investment adviser registration
- In the industry since
- August 2004
- Disciplinary history
- Not yet shown here · SEC record
Where does William Harrell work?
William Harrell has been Chief Compliance Officer and Managing Member of Capco Asset Management, LLC since June 2004, and is a control person of the firm.
Is William Harrell a financial advisor?
Yes. William Harrell has a current investment-adviser registration, through Capco Asset Management since September 2004.
How many years of experience does William Harrell have?
William Harrell has 22 years in the financial industry, since August 2004, across 1 adviser firm.
What exams has William Harrell passed?
William Harrell passed the Series 65 in August 2004.
Where is William Harrell based?
William Harrell’s registered office is in Tampa, FL.
Is William Harrell registered with FINRA?
No. William Harrell has no current broker registration.
How can I verify William Harrell’s record?
Search CRD 5216182 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Harrell’s full registration record.