Giles
Fox
Private Capital Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Giles Fox is a chartered financial analyst working out of Denver, Colorado with a total of 9 years of relevant experience. Fox is currently employed by Private Capital Management, LLC. They have spent their whole career at Private Capital Management, Llc. Fox can work in Arizona, California, Colorado, Florida, Illinois, New Jersey, North Carolina, Virginia and Washington. Private Capital Management, LLC is a registered investment business headquartered in Denver, CO. The firm has offices in four locations and a total of 24 advisors. It handles $2 billion in assets across its 2,929 accounts, placing it among the largest firms in the country by assets under management. The firm provides services to eight charitable organizations. Of its 2,929 customer accounts, 58% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Private Capital Management, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules depend on which services are provided. Fees billed by Private Capital Management, LLC most likely are comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Private Capital Management, LLC Brokerage Details
$1,500,563,148
24
2,929
$512,312
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Giles Fox Work History
Giles has been registered as a financial advisor for 9 years.*
Private Capital Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Giles Fox to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Private Capital Management, LLC
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Dallas, TX
Denver, CO
Denver, CO
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
