Data / Investment advisers / Florida / Noesis Capital Management Corp
Noesis Capital Management Corp, Boca Raton, FL: $877 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Noesis Capital Management Corp is an SEC registered investment adviser with its main office in Boca Raton, Florida and reports $877 million in regulatory assets under management in its Form ADV filed October 13, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Noesis Capital Management Corp (CRD number 110819): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 110819
- SEC file number
- 801-49934
- SEC status
- Approved, effective September 5, 1995
- Main office
- Fountain Square, 2700 North Military Trail Suite 210, Boca Raton, FL 33431
- Phone
- (561) 999-9888
- Regulatory AUM
- $876,873,175 in the Form ADV filed October 13, 2026
- Discretionary AUM
- $816,271,372
- Non discretionary AUM
- $60,601,803
- Accounts
- 851
- Employees
- 12, of which 7 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 13, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 181 | $683.7 million |
| Corporations or other businesses | 11 | $98.3 million |
| Individuals (other than high net worth individuals) | 181 | $93.5 million |
| Pension and profit sharing plans | 1 | $1.4 million |
Other advisers in Boca Raton
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Amergin Asset Management, LLC | Boca Raton | $1.21 billion | 4 | adviserinfo.sec.gov |
| Baron Silver Stevens Financial Advisors, LLC | Boca Raton | $1.20 billion | Not listed | adviserinfo.sec.gov |
| NFSG Corporation | Boca Raton | $1.08 billion | Not listed | adviserinfo.sec.gov |
| Blue Water Advisors LP | Boca Raton | $927.9 million | 5 | adviserinfo.sec.gov |
| Singer Wealth Advisors LLC | Boca Raton | $910.6 million | Not listed | adviserinfo.sec.gov |
| Benchmark Financial Wealth Advisors LLC | Boca Raton | $766.1 million | Not listed | adviserinfo.sec.gov |
| Fiduciary Family Office, LLC | Boca Raton | $747.7 million | Not listed | adviserinfo.sec.gov |
| Bench Walk Advisors LLC | Boca Raton | $707.6 million | 81 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boca Raton, FL
- Investment advisers in Florida
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Noesis Capital Management Corp on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.