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James Edward Koch

Koch Capital Management LLC

Alamo, CA

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Current Employers
Koch Capital Management Llc

3153 Via Larga, Alamo, CA 94507 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

3153 Via Larga, Alamo, CA 94507 • 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
Koch Family Trust Investments, Llc Alamo CA 01/2001 08/2022
Koch Capital Management Llc Alamo CA 01/2009 Present
Jim Koch Dba Informed Household Alamo CA 01/2019 Present
  • 01/2001 → 08/2022
    Koch Family Trust Investments, Llc
    Alamo, CA
  • 01/2009 → Present
    Koch Capital Management Llc
    Alamo, CA
  • 01/2019 → Present
    Jim Koch Dba Informed Household
    Alamo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-08-04
  • S65 Uniform Investment Adviser Law Examination
    2008-08-04

View on SEC IAPD

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Other Offices

PHILOSOPHY CAPITAL MANAGEMENT LLC · ALAMO, CA
LODESTAR PRIVATE ASSET MANAGEMENT LLC · ALAMO, CA
LPL FINANCIAL LLC · ALAMO, CA
OSAIC WEALTH, INC. · ALAMO, CA
RBP INVESTMENT ADVISORS INC. · ALAMO, CA
PRIVATE ADVISOR GROUP, LLC · Alamo, CA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Alamo, CA
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