IN ON CAPITAL

Overview

In On Capital is a privately held limited liability investment adviser that focuses on providing portfolio management to individuals and small businesses. The firm operates through an individual ownership structure and runs a fees model that combines a percentage-of-AUM charge with performance-based fees. Its advisory mandate skews toward client-directed relationships: the vast majority of assets are managed on a non-discretionary basis, indicating clients retain decision authority and the firm serves in a consultative/implementation role rather than broadly discretionary portfolio construction. Investment preferences center on public markets with a meaningful tilt toward fixed-income strategies alongside a sizable allocation to exchange-traded equities and ETFs. The firm is not characterized as an active ESG investor. In On Capital also maintains broker-dealer affiliations and works with multiple major custodians, suggesting it structures accounts across custodial platforms rather than through a single custodian model. The adviser was registered with the SEC in 2019 and positions itself to serve high-net-worth individuals and families rather than institutional pension clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices