Noesis Capital Management Corp

RIASEC RegisteredEst. 1995

Total AUM

$877M

Discretionary

$816M

93% of AUM

Avg account

$1M

Accounts

851

Employees

Advisory reps

Firm details

Headquarters: Boca Raton, Florida
CRD number: 110819
Registered since: September 5, 1995
Website: www.noesis-capital.com
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI77.97%
Corporations / Businesses11.21%
Individuals10.66%
Pension & Profit Sharing Plans0.16%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Noesis Capital Management Corp is an independent registered investment adviser, established in 1995, that serves both individual/family and institutional clients. The firm operates as a corporation owned by a domestic entity and an individual, and it does not act as a third‑party capital allocator. Advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and pension consulting‑related services. Compensation is through a combination of percentage‑of‑assets and fixed fees. The firm identifies equity exposure as its primary preference and does not mark itself as an active ESG investor. It is not registered as a multi‑state adviser. The listed activities and industry affiliation describe a traditional advisory practice that blends planning and discretionary portfolio management across private and institutional clients.