Fiat Lux Capital Management
Firm details
- Headquarters
- Waterford, Wisconsin
- CRD number
- 334615
- Fee structure
- Percentage of AUM
- Client types
- Individuals81.84%
- HNWI18.16%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Fiat Lux Capital Management is an independent, corporation-structured registered investment adviser serving primarily individual and family clients. The firm operates on a percentage-of-AUM fee model and focuses on financial planning and discretionary portfolio management for individuals and small businesses. It is owned by an individual, does not identify as an ESG investor, and does not advertise multi-state adviser activity, pension consulting, or related-adviser relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Nicholas Mowry
Chief Executive OfficerCRD 7280367
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Waterford, WI
Racine
Location
Waterford, WI
Headquartered in Waterford, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Racine
- Address
- 228 B N Milwaukee St
- Time zone
- CT (UTC-6)
- Office locations
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