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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

XO CAPITAL LLC

CRD 316320

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b326939d-11f8-4e04-7c90-94c05f83bdde

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 5
On other graphs: 0
Observed: Sep 9, 2021 to Mar 24, 2026
12 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $184MItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $47.9M
Private client RAUM: $146MderivedItem 5.D individuals plus high net worth individuals
Private client share: 79%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 225
High net worth clients: 18
Custody, client assets: $38.8M
SEC number: 801-122473
CRD: 316320
Filings on the tape: 12
First filed: Sep 9, 2021
Latest filed: Mar 24, 2026
Organised: Limited Liability Company, DE
Website: xocapital.team

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DECILVEO, TIMOTHY	CIO AND MANAGING MEMBER	C	yes	08/2021	Sep 9, 2021	Mar 28, 2024
OCLARAY, JASON, RAMSAY	PRESIDENT, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER	C	yes	08/2021	Sep 9, 2021	Mar 28, 2024
STERN, ADAM, BRYAN	CEO AND MANAGING MEMBER	C	yes	08/2021	Sep 9, 2021	Mar 28, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$184M	$47.9M	4	2	1	n/a	n/a
2024	Mar 26, 2025	$187M	$54.8M	5	3	1	n/a	n/a
2023	Mar 28, 2024	$190M	$70.9M	5	3	1	n/a	n/a
2022	Mar 29, 2023	$186M	$68.4M	4	3	1	n/a	n/a
2021	Mar 29, 2022	$184M	$64.8M	4	3	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	2	-2	n/a	0	0	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$184M	$187M	-1.2%	$186M	-0.3%	4	5	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ANGELES FAMILY OFFICE	2	Jun 16, 2026	Jun 3, 2026	LOS ANGELES, CA	Team lift out	RIA to RIA	100.0%

Relationships

Registered with (2)

← ADAM BRYAN STERNAdvisorregistration: previous registration
Jan 11, 2022 to Jun 16, 2026factForm ADV
← JASON RAMSAY OCLARAYAdvisorregistration: previous registration
Jan 11, 2022 to Jun 16, 2026factForm ADV

Moved with (1)

→ ANGELES FAMILY OFFICERegistered adviser2 advisors, team lift out, same day
Jun 16, 2026 to Jun 3, 2026factForm ADV

Controls (3)

← STERN, ADAM, BRYANOwnerCEO AND MANAGING MEMBER, ownership code C, individual
Sep 9, 2021 to Mar 28, 2024factForm ADV
← OCLARAY, JASON, RAMSAYOwnerPRESIDENT, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER, ownership code C, individual
Sep 9, 2021 to Mar 28, 2024factForm ADV
← DECILVEO, TIMOTHYOwnerCIO AND MANAGING MEMBER, ownership code C, individual
Sep 9, 2021 to Mar 28, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jun 16, 2026
Team lift-out
2 advisors left XO Capital LLC (Los Angeles, CA) for Angeles Family Office on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Jun 16, 2026
Advisor changed firm
Adam Bryan Stern left Xo Capital Llc for Angeles Family Office (registered 2026-06-03)
Form ADVobserved 5 days ago
Occurred
Jun 16, 2026
Advisor changed firm
Jason Ramsay Oclaray left Xo Capital Llc for Angeles Family Office (registered 2026-06-03)
Form ADVobserved 5 days ago
Occurred
Sep 9, 2021
First Form ADV filing
Xo Capital Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Jul 1, 2026
Xo Capital Llc no longer on the SEC adviser roster (last listed 2026-06-01, RAUM $184.4M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b326939d-11f8-4e04-7c90-94c05f83bdde
First observed: Sep 9, 2021
Last observed: Mar 24, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

XO CAPITAL LLC

CRD 316320

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b326939d-11f8-4e04-7c90-94c05f83bdde

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:22 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DECILVEO, TIMOTHY

CIO AND MANAGING MEMBER

yes

08/2021

Sep 9, 2021

Mar 28, 2024

OCLARAY, JASON, RAMSAY

PRESIDENT, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER

yes

08/2021

Sep 9, 2021

Mar 28, 2024

STERN, ADAM, BRYAN

CEO AND MANAGING MEMBER

yes

08/2021

Sep 9, 2021

Mar 28, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$184M

$47.9M

n/a

2024

Mar 26, 2025

$187M

$54.8M

n/a

2023

Mar 28, 2024

$190M

$70.9M

n/a

2022

Mar 29, 2023

$186M

$68.4M

n/a

2021

Mar 29, 2022

$184M

$64.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$184M

$187M

-1.2%

$186M

-0.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ANGELES FAMILY OFFICE

Jun 16, 2026

Jun 3, 2026

LOS ANGELES, CA

Team lift out

RIA to RIA

100.0%