In On Capital

Overview

In On Capital is an SEC-registered limited liability company that began registration in 2019 and is owned by an individual principal. The firm serves individual and family clients with portfolio management services, including work for small-business owners. Its fee arrangements include both a percentage-of-AUM structure and performance-based fees. The adviser does not present itself as an active ESG investor, is not structured as a multi-state adviser, and is not identified as a capital allocator or pension consultant. The firm has an industry affiliation with a broker-dealer.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices