Iconoclastic Capital Management LLC
Firm details
- Headquarters
- Rochester, New York
- CRD number
- 310132
- Registered since
- September 30, 2025
- Website
- iconocapital.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals56.63%
- HNWI43.37%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Iconoclastic Capital Management LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm focuses on serving individuals and families, providing financial planning and portfolio management support for individuals and small businesses. Its fee model combines a percentage-of-assets approach with hourly and fixed-fee engagements, allowing flexibility across ongoing wealth management and standalone planning work. The adviser does not identify as an active ESG investor.
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%
- Exchange Traded Equities9%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rochester, NY
Monroe
Location
Rochester, NY
Headquartered in Rochester, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- Monroe
- Address
- 17 Prince St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Rochester Investments
RIARochester, NY
Elevation Investment Consulting
RIARochester, NY
GMR Associates, Inc
RIARochester, NY
Oak Crest Advisory, LLC
RIARochester, NY
FSP Advisors, Inc.
RIARochester, NY
WGS Management Services, Inc
RIARochester, NY