Germana Capital LLC

RIAState Registered
Total AUM
$7.4M
Discretionary
$7.4M
100% of AUM
Avg account
$412K
Accounts
18
Employees
2
Advisory reps
2

Firm details

Headquarters
Miami, Florida
CRD number
321214
Custodians
INTERACTIVE BROKERS LLC, PERSHING LLC
Fee structure
Percentage of AUM, Hourly Charges, Performance Based Fees
Client types
  • Individuals45.54%
  • HNWI39.99%
  • Corporations / Businesses14.47%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Germana Capital LLC is an independently owned, limited liability wealth advisory firm that serves both individuals and families as well as some institutional clients. The firm focuses on financial planning and portfolio management for individuals and small businesses. Ownership is individual rather than institutional, and the advisor charges a mix of percentage-of-AUM, hourly, and performance-based fees. Germana Capital is registered to operate in Florida and Texas. The firm indicates a preference for equity-driven portfolios and does not position itself as an ESG-focused manager. Its advisory scope centers on wealth planning and discretionary portfolio management rather than pension consulting or multi-state advisory scale initiatives.

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 54%, Public Funds/Mutual Funds 26%, Derivatives 12%, Investment Grade Corp Bonds 6%, Cash & Cash Equivalents 2%54%
  • Exchange Traded Equities54%
  • Public Funds/Mutual Funds26%
  • Derivatives12%
  • Investment Grade Corp Bonds6%
  • Cash & Cash Equivalents2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
1001 Brickell Bay Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth