Caleb James Rich
Investment adviser representative at Practicecfo Investments
12 yearsExperience
2 statesRegistered in
$401.6MFirm assets
5 yearsFirm in business
Are you Caleb James Rich? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Practicecfo InvestmentsApr 2026 to now
- PracticecfoSep 2025 to now
- Sanders FordMay 2025 to Sep 2025
- Self EmployedDec 2024 to May 2025
- Department of DefenseJan 2014 to Dec 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, NC).
Practicecfo Investments
Legal name: Silver Coast Investments LLC
$401.6MAssets managed
420Clients
11Advisers
5 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
- 8196187
- Firm CRD
- 167771