VIONI CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- SARASOTA, Florida
- CRD number
- 149927
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI91.56%
- Charitable Organizations7.05%
- Corporations / Businesses1.39%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Vioni Capital Management, LLC is a small, owner-operated investment adviser that runs discretionary portfolios for high-net-worth individuals, families and select institutional clients. The firm charges fees as a percentage of assets under management and focuses its allocation activity around public equities, using exchange-traded instruments as the primary building blocks of client portfolios. Vioni is described as a capital allocator: alongside its equity core it sources third-party managers for alternative exposures and uses insurance and pooled products where appropriate. Portfolio activity centers on tailored, account-based management — portfolio management for individuals and small businesses — rather than mass-market model delivery. The firm is not identified as an active ESG investor and operates a straightforward advisory platform that emphasizes liquid equity exposure supplemented by select external alternative managers and annuity solutions.
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
- Exchange Traded Equities69%
- US Government Bonds17%
- Public Funds/Mutual Funds8%
- Cash & Cash Equivalents6%
Contacts
3 of 3LISA VIONI
Board MemberCRD 2098437
DENA MINNING
PresidentCRD 1395973
RONALD VIONI
PresidentCRD 455002
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SARASOTA, FL
SARASOTA
Location
SARASOTA, FL
Headquartered in SARASOTA, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- SARASOTA
- Address
- 630 S Orange Ave
- Time zone
- ET (UTC-5)
- Office locations
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