ICONOCLASTIC CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- ROCHESTER, New York
- CRD number
- 310132
- Registered since
- September 30, 2025
- Website
- iconocapital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities9%
- Cash & Cash Equivalents4%
Owners & executives
2 of 2CHRISTOPHER HAIGH
CEO & Financial AdvisorCRD 6030776
Jack Hills
Chief Investment OfficerCRD 6372605
Contacts
2 of 2Stephanie Nemechek
CRD 6467461
Gene Thompson
Director of Financial PlanningCRD 6382854
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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