Icon Capital Management, LLC

RIASEC Registered
Total AUM
$44.2M
Discretionary
$44.2M
100% of AUM
Avg account
$631K
Accounts
70
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
115239
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI71.71%
  • Individuals16.62%
  • Pension & Profit Sharing Plans11.68%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Icon Capital Management, LLC is a small, privately owned investment adviser that works with both individual and institutional clients. The firm provides portfolio management for individuals and small businesses and offers pension consulting services. Its fee arrangements include a percentage-of-assets-under-management component alongside hourly billing for certain services. Icon does not identify as an active ESG investor and is not registered as a multi-state adviser. The company is structured as a limited liability company with an individual owner. It does not act as a capital allocator to external managers in a broad, ongoing program, though it does allocate to select third-party private placement managers (see Investments & Alternatives).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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: Exchange Traded Equities 92%, Cash & Cash Equivalents 6%, US Government Bonds 2%92%
  • Exchange Traded Equities92%
  • Cash & Cash Equivalents6%
  • US Government Bonds2%

Contacts

1 of 1
  • Steven King

    Steven King

    Managing MemberCRD 1711602

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth