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⚲
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| Noesis Capital Management Corp
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|
|
|---|---|
| CRD # | 110819 |
| SEC # | 801-49934 |
| CIK # | 0001262677 |
| AUM | $876.9 M (2026-03-23) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 561-999-9888 |
| Address | Fountain Square, 2700 North Military Trail Boca Raton, FL 33431 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Alphabet Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.0 | ||
| Amphenol Corp /DE/ | 0.0 | ||
| American Express Co | 0.0 | ||
| Caterpillar Inc | 0.0 | ||
| Stryker Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Royal Caribbean Cruises Ltd | 0.0 | ||
| Advanced Micro Devices Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 181 | 93.5 |
| (b) Individuals (high net worth individuals) | 181 | 683.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 98.3 |
| (n) Other | 0 | 0.0 |
| Total | 851 | 876.9 |
| By Discretionary | ||
| Discretionary | 797 | 816.3 |
| Non-Discretionary | 54 | 60.6 |
| Total | 851 | 876.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 165.7 | |
| United States Persons | 711.2 | |
| Total | 851 | 876.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001262677] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Freedom Advisory LLC
✚
|
PR | 0.9 |
|
Park Place Capital Corporation
✚
|
AL | 0.9 |
|
Transatlantique Private Wealth LLC
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|
NY | 0.9 |
|
Alongside LLC
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|
TX | 0.9 |
|
Chatham Capital Group Inc
✚
|
GA | 0.9 |
|
Milestone Investment Advisors LLC
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|
WI | 0.9 |
|
Icon Advisers Inc
✚
|
CO | 0.9 |
|
Leisure Capital Management Inc
✚
|
CA | 0.9 |
|
Atlas Wealth LLC
✚
|
OH | 0.9 |
|
Affinity Wealth Management LLC
✚
|
DE | 0.9 |