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Data One Capital Management LLC CRD 316965
$40.0M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6136 Frisco Square Blvd Ste 300, Frisco, TX 75034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-18 |
Branch Locations
6136 Frisco Square Blvd Ste 300, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First New York Securities Llc | New York | NY | 03/2013 | Present |
| Data One Capital Management | Frisco | TX | 04/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-16 |
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