Germana Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$6,338,555
Clients
15
Advisors
2
of 2 employees
About
Germana Capital provides ongoing portfolio management and financial planning primarily for high‑net‑worth individuals and certain business entities, managing a limited number of client accounts. The firm prepares an investment policy statement for each client and offers tailored advice aligned with clients’ goals, time horizons, and risk tolerances.
Germana Capital generally operates on a discretionary basis, implementing client portfolios using a mix of analysis methods (charting, fundamental, quantitative, and technical) and strategies that include long‑term trading and the use of margin. The firm documents risk tolerances and seeks to monitor portfolios regularly while offering both asset‑based and performance‑based fee arrangements for qualified clients.
What distinguishes Germana Capital from many peers is its acceptance of performance‑based compensation for qualified clients (with high‑water‑mark provisions) and its practice of requiring clients to custody at a single broker‑dealer. The firm also does not aggregate trades across client accounts, a practice that can affect execution quality for less liquid securities, and operates with a small advisor team and client base.
Client services
Expertise
Occupation focus
Fee options
$250 per hour for financial planning
Up to 20.00% performance fee on capital appreciation with a two-period high water mark
Minimum fee: Minimum $1,000 for financial planning services
Main office
1001 Brickell Bay Dr, Suite 2727
Miami FL 33131
Advisors at this office
2
Most active in
Florida · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Fernando G
Series 66
Miami, FL
Germana Capital LLC
Fernando Germana is a Series 66 licensed financial advisor with six years of industry experience. He is currently with Germana Capital LLC, where he has worked since 2022. His prior experience includes positions at Muriel Siebert & Co. Inc, Bank of America, N.A., and Merrill Lynch. Outside of advising, he serves as CEO of EGEO Global Corp, an import-export company, and is president of Schutz & Schein Group Corp., a family-owned business. Germana Capital LLC provides portfolio management and financial planning services primarily to high-net-worth individuals and certain business entities. The firm manages a small number of client relationships using individualized Investment Policy Statements and a discretionary investment approach that incorporates multiple analytical methods and a broad range of instruments.
Jean C
Series 63, Series 65
Miami, FL
Germana Capital LLC
Jean Coletta is an investment advisor representative at Germana Capital LLC with one year of experience in the financial industry. He holds Series 63 and Series 65 licenses and has previously operated Coletta Asset Management LLC and Transearth Europe S.L., where he manages intermediary commodity transactions. Germana Capital provides portfolio management and financial planning services primarily to high-net-worth individuals and certain business entities, focusing on tailored advice based on clients’ goals and risk tolerances. The firm uses a variety of analytical methods and offers performance-based compensation for qualified clients, managing a limited client base with a small advisor team.
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