Best Investors Account Sign in
Inactive

James Emory Welch

Capco Asset Management, LLC

Tampa, FL

Saint John, FL

Claim This Profile
Current Employers
Capco Asset Management, Llc

101 E Kennedy Blvd # 1425, Tampa, FL 33602 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-02-24
  • FL RA
    APPROVED
    Since 2026-02-24

Branch Locations

101 E Kennedy Blvd # 1425, Tampa, FL 33602 • United States

Saint John, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rayonier Advanced Materials Fernandina Beach FL 06/2014 09/2016
Web.cOm Jacksonville FL 09/2016 02/2020
Availity Jacksonville FL 02/2020 12/2021
Cogito Corp. Boston MA 12/2021 10/2024
Verint Systems Melville NY 10/2024 04/2025
Metametrics Durham NC 04/2025 10/2025
Capco Asset Management, Llc Tampa FL 11/2025 Present
  • 06/2014 → 09/2016
    Rayonier Advanced Materials
    Fernandina Beach, FL
  • 09/2016 → 02/2020
    Web.cOm
    Jacksonville, FL
  • 02/2020 → 12/2021
    Availity
    Jacksonville, FL
  • 12/2021 → 10/2024
    Cogito Corp.
    Boston, MA
  • 10/2024 → 04/2025
    Verint Systems
    Melville, NY
  • 04/2025 → 10/2025
    Metametrics
    Durham, NC
  • 11/2025 → Present
    Capco Asset Management, Llc
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-19
  • S65 Uniform Investment Adviser Law Examination
    2026-02-19
Other Names
  • Buddy Welch

View on SEC IAPD

Other Firms

STRATEGIC WEALTH INVESTMENT GROUP, LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
UNITED CAPITAL FINANCIAL ADVISORS
FLORIDA FINANCIAL ADVISORS, LLC
AE WEALTH MANAGEMENT, LLC
INDEPENDENT FINANCIAL PARTNERS
TRUADVISORS
AMERICAN FAMILY LEGACY GROUP

Other Investors

PETER CASEY GAYLE
John Luke Robinson
MICHAEL MOFFA
JANET L CHRISTIANSEN
MATTHEW VERSAGE
Martin Adolfo Montana
Frank Cooper Finley
Jeferson Josue Velasquez

Other Offices

STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL
INDEPENDENT ADVISOR ALLIANCE, LLC · Tampa, FL
UNITED CAPITAL FINANCIAL ADVISORS · TAMPA, FL
FLORIDA FINANCIAL ADVISORS, LLC · Tampa, FL
AE WEALTH MANAGEMENT, LLC · Tampa, FL
INDEPENDENT FINANCIAL PARTNERS · TAMPA, FL
TRUADVISORS · TAMPA, FL
AMERICAN FAMILY LEGACY GROUP · TAMPA, FL

More in Tampa, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor