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, owner-led registered investment adviser that has been SEC-registered since 2018. The firm serves both individual/family and institutional clients and offers financial planning and portfolio management for individuals, small businesses, and pooled investment vehicles. Its compensation mixes percentage-of-AUM and fixed fees. Flower City Capital is not characterized as an active ESG investor and indicates involvement as a sponsor, general partner, or managing member of pooled vehicles, which aligns with its private fund 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
Jeremy Veres
Senior Wealth AdvisorCRD 6587697
Michael Rizzolo
Partner and Senior Wealth AdvisorCRD 5537692
Catherine Arnold
Wealth AdvisorCRD 5169384
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$220M in ETFs
99%
$217M
0%
$2.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD RUSSELL 1000 INDEX FUND (VONE) | Vanguard | Passive | Large Blend | $86.5M | 251,479 | 39.35% |
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
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