Joseph Michael Lococo
Investment adviser representative at Arcataur Capital Management LLC
10 yearsExperience
1 stateRegistered in
$469.5MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Arcataur Capital Management LLCSep 2025 to now
- Osaic Wealth, Inc.Sep 2023 to now
- Sagepoint FinancialSep 2020 to Sep 2023
- Retirement AdvocatesJan 2017 to Sep 2020
- Retirement Wealth AdvisorsJul 2016 to Sep 2020
- Fliess Financial ServicesJun 2016 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (WI).
Arcataur Capital Management LLC
$469.5MAssets managed
244Clients
7Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6683173
- Firm CRD
- 124663