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Samuel I Ogbonna

Private Capital Management, LLC

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About Samuel I Ogbonna

Samuel Ogbonna is a financial advisor registered with Private Capital Management, LLC. Samuel has experience in the financial services industry and is licensed to provide investment advice in Colorado and Texas. Samuel holds the Series 7, Series 66 and SIE licenses, and is a Certified Financial Planner. Samuel is dedicated to providing personalized financial planning and investment management services to help clients achieve their financial goals.

Firm Information

Samuel Ogbonna is currently registered with Private Capital Management, LLC. Private Capital Management, LLC is an investment advisor headquartered in Denver, Colorado, with a focus on providing financial planning, pension consulting, and portfolio management services for individuals, corporations, businesses, and charitable organizations. The firm manages over $1.7 billion in assets and has a team of 15 investment advisor representatives.
Private Capital Management, LLC

200 FILLMORE STREET

DENVER, CO 80206

$1.74B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Samuel Ogbonna’s Registration & Firm History

CO

04/05/2021 - Present

Private Capital Management, LLC (DENVER CO)

TX

11/17/2015 - 04/05/2021

UBS FINANCIAL SERVICES INC. (DALLAS TX)

TX

03/01/2011 - 11/11/2015

USAA FINANCIAL ADVISORS, INC. (ADDISON TX)

TX

08/20/2010 - 02/18/2011

WADDELL & REED, INC. (DALLAS TX)

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Licenses & Designations

BOTH

Issued 10/25/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/04/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samuel I Ogbonna.
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