In On Capital

RIASEC Registered
Total AUM
$389M
Discretionary
$306K
0% of AUM
Avg account
$9.7M
Accounts
40
Employees
16
Advisory reps
5

Firm details

Headquarters
Miami, Florida
CRD number
290038
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%

Firm profile

FINTRX

Overview

In On Capital operates as a non-independent retail registered investment adviser serving individual and family clients. The firm is owner-operated and maintains a broker-dealer affiliation. Its fee schedule combines asset-based fees with performance-linked fees. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not structured as a capital allocator or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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: Exchange Traded Equities 29%, Investment Grade Corp Bonds 24%, Other 16%, Cash & Cash Equivalents 10%, US Government Bonds 6%, Non-Investment Grade Corp Bonds 6%, Private Funds 5%, Public Funds/Mutual Funds 4%29%
  • Exchange Traded Equities29%
  • Investment Grade Corp Bonds24%
  • Other16%
  • Cash & Cash Equivalents10%
  • US Government Bonds6%

Owners & executives

1 of 1
  • Alberto Batista

    Alberto Batista

    Chief Compliance OfficerCRD 2289774

Contacts

3 of 4
  • Paulo Nery Da Costa Pita

    Paulo Nery Da Costa Pita

    Portfolio ManagerCRD 7817871

  • Roger Campama

    Presiden, DirectorCRD 6861768

  • Nathaly Darani

    Nathaly Darani

    DirectorCRD 7292218

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth