In on Capital
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 290038
- Registered since
- October 29, 2019
- Website
- inoncapitaladvisors.com
- Custodians
- J.P. MORGAN SECURITIES INC., UBS FINANCIAL SERVICES INC., MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
In On Capital is an LLC that registered with the SEC in 2019 and is owned by an individual. It operates as a non-independent retail RIA focused on portfolio management for individuals and small businesses, serving individual and family clients. The firm charges fees based on a percentage of assets under management and may assess performance-based fees. It does not identify as an active ESG investor, is not designated as a multi-state adviser in its snapshot, and does not act as a capital allocator. The firm also reports an industry affiliation with a broker‑dealer.
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 Equities29%
- Investment Grade Corp Bonds24%
- Other16%
- Cash & Cash Equivalents10%
- US Government Bonds6%
Owners & executives
1 of 1
Alberto Batista
Chief Compliance OfficerCRD 2289774
Contacts
3 of 4
Paulo Nery Da Costa Pita
Portfolio ManagerCRD 7817871
Roger Campama
Presiden, DirectorCRD 6861768
Nathaly Darani
DirectorCRD 7292218
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 777 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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