Commenda Capital Advisors
Firm details
- Headquarters
- Winthrop, Massachusetts
- CRD number
- 318293
- Fee structure
- Percentage of AUM
- Client types
- Individuals66.67%
- HNWI33.33%
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Commenda Capital Advisors is an independent RIA operating as a sole proprietorship under individual ownership. The firm serves individual and family clients on a percentage-of-AUM fee basis and also acts as an insurance broker. It functions as a capital allocator and performs selection of other advisers, which indicates reliance on third‑party managers for some client exposures. The firm does not report active ESG investing, is not structured as a multi‑state adviser, and does not position itself as a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents20%
Contacts
1 of 1Richard Fucillo
Principal & OwnerCRD 1484347
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Winthrop, MA
Suffolk
Location
Winthrop, MA
Headquartered in Winthrop, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 17 Cliff Ave
- Time zone
- ET (UTC-5)
- Office locations
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