Poxono Capital
Firm details
- Headquarters
- ,
- CRD number
- 331470
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI88.91%
- Individuals11.09%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Poxono Capital is a small, privately held limited liability company focused on fee-based portfolio management for individuals, families and small institutions. The firm runs discretionary mandates and charges a mix of percentage-of-assets fees and performance-based fees. Its investment program is centered on public funds and mutual funds for the bulk of client portfolios, but the firm also places capital into a range of alternative strategies through third‑party managers and its own private fund activity. Advisory services are concentrated on direct portfolio management for individual and small business clients as well as for business or institutional accounts. Poxono Capital does not identify as an ESG-focused manager and is not listed as a multi-state or pension consultant adviser.
Assets & Accounts
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 Funds57%
- Exchange Traded Equities28%
- Private Funds12%
Contacts
3 of 9
Wilder Harvard
PresidentCRD 4684024
Aaron Walker
MemberCRD 6810489

Connor McNicholas
Research AnalystCRD 7600186
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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