Flower City Capital LLC logo

Flower City Capital LLC

Updated today

Client AUM

$405,120,210

Clients

227

Advisors

6

across 2 offices

About

Flower City Capital provides discretionary portfolio management and financial planning primarily to individual and high‑net‑worth clients, overseeing roughly $445 million in assets across its client base. The firm typically documents each client’s goals and risk tolerance in an Investment Policy Statement and may use model portfolios while retaining the ability to negotiate or waive its stated $1,000,000 account minimum.

Its investment process combines fundamental, technical and quantitative analysis with elements of modern portfolio theory and a long‑term trading orientation; portfolios are reviewed at least quarterly and managed on a discretionary basis. Flower City Capital’s investing universe is broad and includes equities, fixed income, mutual funds and ETFs, real estate funds and REITs, private placements and venture capital funds, and commodities such as precious‑metal ETFs.

Flower City Capital is notable among similar team firms for its involvement with pooled investment vehicles: principals serve as managers of a private fund (Allens Creek Partners, LP), and the brochure discloses that the firm will recommend that fund to suitable clients and allocates limited‑supply investment opportunities among clients, which the firm identifies as a potential conflict of interest. The firm also discloses outsourced CFO and business transaction consulting offered by a principal and its use of institutional custody, research and other services from Charles Schwab, arrangements the brochure says may provide economic benefits to the adviser.

Client services

Financial planning Portfolio management

Expertise

Wealth management General retirement planning Annuities Real estate investing

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Fee options

Fixed

Fixed fees for financial planning services; fees are negotiable but no specific amounts stated.

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.50%

Other

Account minimum: $1,000,000

Main office

See office

1 Fishers Rd, Suite 220

Pittsford NY 14534

Advisors at this office

5

Most active in

California · Colorado · Florida · Georgia · Maryland · Massachusetts · New Jersey · New York · Pennsylvania · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Jeremy V

CFP®, CPWA®

Frederick, MD

Flower City Capital LLC

Jeremy joined Flower City Capital in February of 2026, bringing extensive experience advising individuals and families on their wealth management goals. As a Senior Wealth Advisor, he delivers a highly personalized approach to financial planning, building trusted, long-term relationships while thoughtfully addressing complex financial needs. Prior to joining Flower City Capital, Jeremy was a Financial Advisor at Turning Point Financial. He holds the Certified Financial Planner (CFP®) and Certified Private Wealth Advisor (CPWA) designations. Jeremy graduated from Hood College in Frederick, Maryland with a Bachelor of Arts in Business Administration with a concentration in Finance. He lives in Hagerstown, Maryland, with his wife Emily and their daughter, Abigail. In his free time, he enjoys playing basketball, spending time outdoors, and watching sports.

Wealth management General retirement planning General tax planning Retirement withdrawal strategies Social Security optimization
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Catherine A

CFP®, Series 66

Pittsford, NY

Flower City Capital LLC

Catherine Arnold is a CFP® with eight years of industry experience, currently serving as an advisor at Flower City Capital LLC. She has previously worked at Whitney & Company and LVW Advisors. Flower City Capital provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, managing approximately $445 million in assets. The firm uses a diversified investment approach combining fundamental, technical, and quantitative analysis alongside modern portfolio theory, with portfolios managed on a discretionary basis and reviewed quarterly.

Wealth management General retirement planning Annuities Real estate investing
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Vincent C

CFA®

Pittsford, NY

Flower City Capital LLC

Vincent Crane is a CFA® charterholder with eight years of industry experience, currently serving at Flower City Capital LLC since 2018. Prior to joining Flower City Capital, he worked at JP Morgan & Chase from 2016 to 2018. Flower City Capital LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, managing approximately $445 million in assets. The firm employs a combination of fundamental, technical, and quantitative analysis with a long-term trading orientation, offering a broad investment universe that includes equities, fixed income, real estate funds, private placements, and commodities.

Wealth management General retirement planning Annuities Real estate investing
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Michael R

CFP®, CFA®, Series 63

Pittsford, NY

Flower City Capital LLC

Michael Rizzolo is a CFP®, CFA®, and holds a Series 63 license with 17 years of industry experience. He has worked at Flower City Capital LLC since 2015 and previously at Banc of America Securities, LLC. Rizzolo is a manager of Allens Creek Partners, LP, a private fund. Flower City Capital LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients, overseeing approximately $333 million in assets. The firm employs multiple analytic approaches and generally pursues long-term, model-driven allocations, managing accounts under discretionary authority with regular client reviews.

Wealth management General retirement planning Annuities Real estate investing
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Jacob M

CFP®

Pittsford, NY

Flower City Capital LLC

Jacob Moshier is a CFP® at Flower City Capital LLC in Pittsford, NY, with experience at the firm since 2020. Prior to joining Flower City Capital, he worked briefly at Alsheimer & Evarts Tax Accounting in 2020. Flower City Capital provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm applies a combination of fundamental, technical, and quantitative analysis within a broad investment universe and manages approximately $445 million in assets.

Wealth management General retirement planning Annuities Real estate investing
user avatar

Thomas H

CFP®, Series 63, Series 65

Pittsford, NY

Flower City Capital LLC

Thomas Hawks III is a CFP® with seven years of industry experience. He is a managing principal at Flower City Capital LLC, where he has worked since 2018, following seven years at LVW Advisors. Hawks also serves as a manager of Allens Creek Partners, LP, a private fund. Flower City Capital LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm employs multiple analytic approaches and generally pursues long-term, model-driven investment strategies while managing approximately $333 million in client assets.

Wealth management General retirement planning Annuities Real estate investing
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