Poxono Capital

RIASEC Registered
Total AUM
$18M
Discretionary
$18M
100% of AUM
Avg account
$219K
Accounts
82
Employees
4
Advisory reps
9

Firm details

Headquarters
,
CRD number
331470
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI88.91%
  • Individuals11.09%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Poxono Capital is a small, privately held limited liability company focused on fee-based portfolio management for individuals, families and small institutions. The firm runs discretionary mandates and charges a mix of percentage-of-assets fees and performance-based fees. Its investment program is centered on public funds and mutual funds for the bulk of client portfolios, but the firm also places capital into a range of alternative strategies through third‑party managers and its own private fund activity. Advisory services are concentrated on direct portfolio management for individual and small business clients as well as for business or institutional accounts. Poxono Capital does not identify as an ESG-focused manager and is not listed as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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: Public Funds/Mutual Funds 57%, Exchange Traded Equities 28%, Private Funds 12%57%
  • Public Funds/Mutual Funds57%
  • Exchange Traded Equities28%
  • Private Funds12%

Contacts

3 of 9
  • Wilder Harvard

    Wilder Harvard

    PresidentCRD 4684024

  • Aaron Walker

    MemberCRD 6810489

  • Connor McNicholas

    Connor McNicholas

    Research AnalystCRD 7600186

Unlock 6 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth