ICONOCLASTIC CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2025
Total AUM
$68.2M
Discretionary
$68.2M
100% of AUM
Avg account
$135K
Accounts
506
Employees
5
Advisory reps
4

Firm details

Headquarters
ROCHESTER, New York
CRD number
310132
Registered since
September 30, 2025
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals56.63%
  • HNWI43.37%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Iconoclastic Capital Management LLC is an independent registered investment adviser focused on serving individuals and families, along with smaller business clients. The firm runs a fee model that blends a percentage-of-AUM billing with hourly and fixed-fee engagements, reflecting a mix of ongoing portfolio management and project-based financial planning. Advisory services explicitly include financial planning and discretionary portfolio management for individuals and small businesses. Investment activity centers on public funds and mutual funds as the primary portfolio building blocks, with the firm maintaining full discretionary authority over client assets. Iconoclastic does not present itself as an ESG-focused allocator and is not structured as a multi-state or pension consultant adviser. The firm is organized as a limited liability company and is owned by an individual.

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: Public Funds/Mutual Funds 87%, Exchange Traded Equities 9%, Cash & Cash Equivalents 4%87%
  • Public Funds/Mutual Funds87%
  • Exchange Traded Equities9%
  • Cash & Cash Equivalents4%

Owners & executives

2 of 2
  • CHRISTOPHER HAIGH

    CEO & Financial AdvisorCRD 6030776

  • Jack Hills

    Chief Investment OfficerCRD 6372605

Contacts

2 of 2
  • Stephanie Nemechek

    CRD 6467461

  • Gene Thompson

    Director of Financial PlanningCRD 6382854

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ROCHESTER, NY

MONROE

Location

ROCHESTER, NY

Headquartered in ROCHESTER, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.

Metro area
Rochester-Batavia-Seneca Falls, NY
Region
Northeast
County
MONROE
Address
17 Prince St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth