Influx Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 282367
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Influx Capital Management operates as a sole proprietorship and is registered as an independent RIA focused on portfolio management for individuals and small businesses. The firm serves a client base made up of individual and family clients and charges fees as a percentage of assets under management. Alongside advisory work, the principal also conducts insurance brokerage activities and is affiliated with an insurance company. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser.
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 Equities98%
- Cash & Cash Equivalents2%
Contacts
1 of 1
John Costa
Investment Advisor RepresentativeCRD 5780294
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations