Noesis Capital Management Corp is an SEC registered investment adviser organized as a corporation with a primary office location in Boca Raton, FL. Its latest Form ADV filing, dated March 23, 2026, reports $877M in regulatory assets under management, 12 employees, and 851 accounts.
Assets Under Management
$877M
Employees
12
Offices
--
Total Clients
374
Primary office
BOCA RATON, FL
FOUNTAIN SQUARE, 2700 NORTH MILITARY TRAIL, SUITE 210, BOCA RATON, FL, United States
Top client segmentIndividuals represent 48.4% of total clients.
Top client categories% of clientsClients
1
Individuals
48.4%
181
2
HNWI
48.4%
181
3
Corporations
2.9%
11
4
Pension Plans
0.3%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$877Mas of March 23, 2026
Discretionary93.1%
$816M
93% of total RAUM93.1%
Non-discretionary6.9%
$61M
7% of total RAUM6.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$877M
Total Accounts851
10Y AUM Change+$511M (+139.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee31:1
10Y Employee Change-2 (-14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.