Buoyancy Capital

RIASEC Registered
Total AUM
$947K
Discretionary
$947K
100% of AUM
Avg account
$947K
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
323521
Custodians
NATIONAL FINANCIAL SERVICES LLC, INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Subscription Fees, Performance Based Fees, Other
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

Buoyancy Capital is a very small advisory firm focused on equity-driven portfolio management for individual and small business clients. The firm’s declared activities combine discretionary portfolio management with the publication of periodicals or newsletters, suggesting it blends investment management with written market commentary or thought pieces. Investment activity is concentrated in exchange-traded securities—both individual stocks and ETFs—with a clear preference for liquid, tradable instruments. Buoyancy Capital does not identify as an active ESG investor and does not report multi-state advisory operations or pension consultancy services. Fee arrangements include a mix of percentage-of-AUM charges, subscription fees, performance-based fees and other fee lines, indicating flexibility in pricing and an ability to structure arrangements beyond simple asset-based billing.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 95%, US Government Bonds 5%95%
  • Exchange Traded Equities95%
  • US Government Bonds5%

Contacts

1 of 1
  • Craig Chartier

    DirectorCRD 7650787

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth