Filon Capital

RIASEC Registered
Total AUM
$2M
Discretionary
$2M
100% of AUM
Avg account
$500K
Accounts
4
Employees
2
Advisory reps
2

Firm details

Headquarters
Coral Gables, Florida
CRD number
315321
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI85%
  • Individuals15%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Filon Capital is an independent, individually owned registered investment adviser that focuses on portfolio management for individuals, families and small businesses, and also provides portfolio services to business or institutional clients. The firm charges fees based on a percentage of assets under management and may assess performance-based fees on certain arrangements. Filon Capital reports no active ESG program and is not organized as a multi-state adviser or pension consultant; it does not identify as a capital allocator or as part of a related-adviser structure.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Investment Grade Corp Bonds 53%, Public Funds/Mutual Funds 20%, US Government Bonds 14%, Exchange Traded Equities 12%, Derivatives 1%53%
  • Non-Investment Grade Corp Bonds53%
  • Public Funds/Mutual Funds20%
  • US Government Bonds14%
  • Exchange Traded Equities12%
  • Derivatives1%

Owners & executives

1 of 1
  • Miguel Bilbao

    Miguel Bilbao

    Founder & CIOCRD 4818415

Contacts

1 of 1
  • Jose Urizar

    PartnerCRD 7412374

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Coral Gables, FL

Miami Dade

Location

Coral Gables, FL

Headquartered in Coral Gables, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
2600 S Douglas Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth