Icon Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 115239
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI71.71%
- Individuals16.62%
- Pension & Profit Sharing Plans11.68%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Icon Capital Management, LLC is a small, privately owned investment adviser that works with both individual and institutional clients. The firm provides portfolio management for individuals and small businesses and offers pension consulting services. Its fee arrangements include a percentage-of-assets-under-management component alongside hourly billing for certain services. Icon does not identify as an active ESG investor and is not registered as a multi-state adviser. The company is structured as a limited liability company with an individual owner. It does not act as a capital allocator to external managers in a broad, ongoing program, though it does allocate to select third-party private placement managers (see Investments & Alternatives).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities92%
- Cash & Cash Equivalents6%
- US Government Bonds2%
Contacts
1 of 1
Steven King
Managing MemberCRD 1711602
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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