Moto Capital Group Inc
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Overview
Moto Capital Group Inc is a financial advisory company headquartered in Miami, Florida. It controls $252.7 million in assets across three client accounts, making it a mid-tier investment advisory firm in the nation by assets under management (AUM). Moto Capital Group Inc has a small team, including 3 financial advisors. Moto Capital Group Inc does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable financial assets such as options, equities and bonds.
Moto Capital Group Inc manages all of its client assets in a discretionary manner. Discretionary management signifies that a portfolio manager has the discretion to make buy and sell choices for the client's account without needing the client's permission. The advisory firm supervises roughly $84.2 million for each customer account. An average advisor at Moto Capital Group Inc administers about one client account, making it one of the most personalized firms in the country.
Moto Capital Group Inc's headquarters is at 333 S.E. 2Nd Avenue, Miami, Florida 33131. It is legally permitted to provide services to investors in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Moto Capital Group Inc by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$252.7 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
8
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
3
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$84.2 million
Fee Structure
Financial management fees depend on which services are provided. However, fees billed by Moto Capital Group Inc most likely consist of the following fee types: asset-based 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
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to pooled investment vehicles and corporations. Out of its three accounts, Moto Capital Group Inc's largest client is pooled investment vehicles. Around 75% of the company's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- 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
Moto Capital Group Inc does not have any disclosures.
Please visit its Form ADV for more details.
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