Indiano Capital Management

RIASEC RegisteredEst. 2006

Total AUM

$254M

Discretionary

$254M

100% of AUM

Avg account

$2.6M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Rochester, New York
CRD number: 122620
Registered since: June 14, 2006
Website: indiano.com
Custodians: RBC WEALTH MANAGEMENT, UBS FINANCIAL SERVICES INC., CANANDAIGUA NATIONAL CORPORATION, CHARLES SCHWAB & CO., INC., J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM
Client types: HNWI81.05%
Insurance Companies18.19%
Individuals0.74%
Corporations / Businesses0.03%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Indiano Capital Management is a privately owned advisory firm that runs discretionary portfolios for individuals, families, small businesses and institutional clients. The firm’s investment posture favors public equities: exchange-traded securities form the core of client portfolios and are used for both strategic exposure and tactical positioning. Indiano charges fees as a percentage of assets under management and provides portfolio management rather than acting as a capital allocator to outside managers. The firm is not positioned as an active ESG investor and is organized to serve a relatively concentrated client base from a single office.