In On Capital
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Overview
In On Capital operates as an advisory firm that has its headquarters in Miami, Florida. The firm manages $329.4 million in assets under management throughout 50 client accounts, placing it in the mid-tier of financial advisory firms in the nation by assets under management (AUM). The company has a small group, including 14 financial advisors. In On Capital does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal investments such as options, equities and bonds.
In On Capital oversees zero of the firm's accounts in a discretionary manner. Discretionary management is a structure in which a portfolio manager makes buy and sell decisions for the client's account without needing client permission. The company also oversees 50 non-discretionary accounts with a total of $329.4 million in assets. The investment advisory firm's typical account size is $6.6 million. The typical advisor at In On Capital oversees around four client accounts, placing it among the most individualized financial advisor firms in the country.
The firm's central office is at 777 Brickell Avenue, Miami, Florida 33131. The firm is legally allowed to serve customers in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
In On Capital by the Numbers
$329.4 million
16
50
$6.6 million
Fee Structure
Financial management fees largely depend on which services the firm provides the client. However, fee types billed by In On Capital most likely include any blend of the following fee structures: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It provides services to high net worth investors. Out of its 50 clients, In On Capital's biggest client group by number of accounts is high net worth investors, though it also manages money for 50 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). About 100% of the company's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 100%
- Other Individuals - 0%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
In On Capital does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at In On Capital
Miami, FL
Panama,
Panama,
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