Azoria Capital, Inc.

RIASEC RegisteredEst. 2025
Total AUM
Avg account
$0
Accounts
0
Employees
5
Advisory reps
2

Firm details

Headquarters
Washington, District of Columbia
CRD number
334835
Registered since
February 28, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Azoria Capital, Inc. is a corporation registered with the SEC in 2025 and structured as an institutional registered investment adviser. The firm is owned by an individual and targets institutional clients rather than retail households. Its stated advisory activity is portfolio management for investment companies, and it reports a fee model that combines a percentage-of-assets arrangement with performance-based fees. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It does not report multi-state adviser status, pension consulting, or related-adviser relationships in the provided data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Alexander Munguia

    Chief of StaffCRD 8035785

  • James Fishback

    CEOCRD 8035727

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Washington, DC

District Of Columbia

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
District Of Columbia
Address
740 15th St Nw
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth