HONEOYE FALLS CAPITAL LLC

Overview

Honeoye Falls Capital LLC is an independent, owner‑managed registered investment adviser organized as an LLC. The firm serves individuals, families and some institutional clients with financial planning and portfolio management, with a stated emphasis on serving individuals and small businesses. Its fee arrangements are flexible and include percentage‑of‑AUM charges, hourly and fixed fees, and the option for performance‑based fees. The firm is SEC‑registered (2025) and identifies as a single‑state practice rather than a multi‑state adviser. It does not describe itself as an active ESG investor, is not positioned as a capital allocator, and does not operate as a pension consultant or a related adviser.

Assets & Accounts

Investments & Alternatives