Networth Capital

RIASEC Registered
Total AUM
$14.4M
Discretionary
$14.4M
100% of AUM
Avg account
$65.3K
Accounts
220
Employees
2
Advisory reps
2

Firm details

Headquarters
Mexico City,
CRD number
326911
Registered since
August 9, 2023
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Networth Capital is an independent registered investment adviser organized as a corporation and registered with the SEC in 2023. The firm serves individual and family clients and offers financial planning and portfolio management tailored to individuals and small businesses. Ownership is held by an individual, and the firm does not operate as a capital allocator; instead it directs client capital into third-party managers and vehicles when alternatives are used. The adviser employs a mix of fee arrangements — percentage of assets under management, hourly and fixed fees, and the ability to charge performance-based fees — which suggests flexibility for bespoke planning clients and for strategies that carry incentive compensation. Networth Capital is not an active ESG investor, is not a multi-state adviser, and does not provide pension consultancy or act as a related adviser. The firm lists an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 69%, US Government Bonds 29%, Cash & Cash Equivalents 1%69%
  • Exchange Traded Equities69%
  • US Government Bonds29%
  • Cash & Cash Equivalents1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mexico City, null

Location

Mexico City, null

Headquartered in Mexico City, null.

Address
Ave Marina Nacional 385
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth