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| Keyboard |
| FIEN Capital Management LLC
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|---|---|
| CRD # | 114951 |
| SEC # | 801-60490 |
| CIK # | |
| AUM | 137.7 M (2026-02-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 585-271-8910 |
| Address | 110 Allens Creek Road Rochester, NY 14618 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 18.0 |
| (b) Individuals (high net worth individuals) | 54 | 113.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 5.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 109 | 137.7 |
| By Discretionary | ||
| Discretionary | 109 | 137.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 109 | 137.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 137.7 | |
| Total | 109 | 137.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Paragon Investing LLC
✚
|
138.2 M | |
|
Calamita Wealth Management Inc
✚
|
NC | 138.2 M |
|
Landolt Securities Inc
✚
|
IL | 137.8 M |
|
Ashbay Capital LLC
✚
|
NY | 137.7 M |
|
Korving & Company LLC
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|
VA | 137.5 M |
|
Golden Wealth Management LLC
✚
|
PA | 137.5 M |
|
Vision Investment Advisors LLC
✚
|
CT | 137.4 M |
|
Keystone Wealth Management Inc
✚
|
IA | 137.4 M |
|
Global Brokerage Services Inc
✚
|
MD | 137.3 M |
|
Jaras Financial Services Inc
✚
|
137.2 M |