VIONI CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$84.8M
Discretionary
$84.8M
100% of AUM
Avg account
$1.4M
Accounts
60
Employees
4
Advisory reps
3

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

FINTRX

Overview

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

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 69%, US Government Bonds 17%, Public Funds/Mutual Funds 8%, Cash & Cash Equivalents 6%69%
  • Exchange Traded Equities69%
  • US Government Bonds17%
  • Public Funds/Mutual Funds8%
  • Cash & Cash Equivalents6%

Contacts

3 of 3
  • LISA VIONI

    Board MemberCRD 2098437

  • DENA MINNING

    PresidentCRD 1395973

  • RONALD VIONI

    PresidentCRD 455002

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth