Flower City Capital LLC
Firm details
- Headquarters
- Pittsford, New York
- CRD number
- 281503
- Registered since
- July 19, 2018
- Website
- flowercitycapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI79.92%
- Individuals11.21%
- Pooled Investment Vehicles8.86%
- Corporations / Businesses0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Flower City Capital LLC is an independent registered investment adviser established in 2018 and organized as an LLC with individual ownership. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses, and pooled investment vehicles. Fee arrangements include both a percentage-of-AUM component and fixed fees. Flower City Capital is not designated as an active ESG investor and is not a multi-state adviser. The firm also acts in sponsor/GP/managing-member roles for pooled investment vehicles, indicating it runs at least some of its own private structures in addition to advisory activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds87%
- Private Funds8%
- Exchange Traded Equities4%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Vincent Crane
Partner, Chief Operating Officer & Chief Compliance OfficerCRD 7446042
Contacts
3 of 5
Catherine Arnold
Wealth AdvisorCRD 5169384
Michael Rizzolo
Partner and Senior Wealth AdvisorCRD 5537692
Jeremy Veres
Senior Wealth AdvisorCRD 6587697
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$213M in ETFs
100%
$212M
0%
$1.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD RUSSELL 1000 INDEX FUND (VONE) | Vanguard | Passive | Large Blend | $82.7M | 244,063 | 38.80% |
Location
Pittsford, NY
Monroe
Location
Pittsford, NY
Headquartered in Pittsford, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- Monroe
- Address
- 1 Fishers Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Candace Shira Associates, LLC
RIAPittsford, NY
Fischer Investment Group, Inc.
RIAPittsford, NY
Post Resch Tallon Group
RIAPittsford, NY
Kickstand Wealth Advisors
RIAPittsford, NY
Two Point Capital Management, Inc.
RIAPittsford, NY
Factorpoint Planning, LLC
RIAPittsford, NY