John Anthony Casconi

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1990 → Present
  Lenox Properties
  Louisville, KY
• 09/1998 → Present
  Casconi Group
  Louisville, KY
• 02/2009 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL
• 03/2023 → Present
  Team Casconi
  Louisville, KY

Previous Registrations

• 2007-12-20 → 2009-03-19
  Nrp Advisors, Inc.
  Louisville, KY
• 2002-07-08 → 2007-12-19
  Raymond James Financial Services, Inc.
  Louisville, KY
  Erlanger, KY
  Frankfort, KY

Other Businesses

1. CASCONI MANAGEMENT INC., CORP., 10531-B TIMBERWOOD CIRCLE, LOUISVILLE, KY 40223, FIXED LIFE AND LTC, OWNER OF SHAREHOLDER, 80 HRS. MO. DURING SECURITIES TRADING. 2.PRIVATE CLIENT GROUP/50% OWNER/INVESTMENT RELATED/96 HRS. A MONTH DURING SECURITIES TRADING HRS. 3.BLUEGRASS ASSET MANAGEMENT, LLC, OWNER Non-investment related, 60% time spent on activity during securities hrs. 4. Team Casconi, 12123 Shelbyville Road, Ste. 100-189, Louisville, KY 40243. Paterner, Buying Race Horses, Non-investment related, 1-10% time spent on activity during non-securities hrs. 5. Pickleball 4 Others ,Inc, , since 11/2025, 3812 Flowering Grove Court, Louisville, KS 40241. Non-investment related, 1-10% time spent on activity during non-securities hrs.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-08-01
• S63 Uniform Securities Agent State Law Examination
  1987-04-02

Other Names

• John Anthony Casconi