Iconoclastic Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Iconoclastic Capital Management manages roughly $68 million for about 141 clients and is staffed by three advisors. The firm provides discretionary investment management, modular financial planning, held-away account advisory, and project-based planning for individuals, families, trusts and business owners, and it has disclosed offering digital asset advisory and custody services.
The firm's investment process centers on an evidence-based core built from low-cost ETFs, supplemented by a core-satellite structure that includes rotational/momentum sleeves, active fixed-income positions, and alternative allocations; fundamental and technical analysis are applied selectively to satellite or fixed-income holdings. Icono Capital emphasizes tax-aware asset location, accommodates client-imposed restrictions, and manages most accounts on a discretionary basis while also advising on employer-sponsored and other held-away accounts.
Noteworthy distinctions include a dedicated Business Wealth Management tier tailored to business-owner needs (entity structure review, owner compensation, retirement plan analysis, and exit planning) and a Comprehensive Wealth Management offering that produces firm-prepared Household CFO quarterly reports and a tax-preparation credit coordinated through the firm. The firm relies principally on modern custodians — Altruist for brokerage and Anchorage Digital for digital assets — and discloses receipt of technology and operational benefits from its primary custodian, along with an informal, uncompensated referral relationship with a tax professional; these arrangements and related conflicts are documented and managed in its disclosures.
Client services
Expertise
Occupation focus
Fee options
$0 - $2,000,000: 0.90% $2,000,001+: 0.65%
Project-based financial planning fees range from $500 to $10,000 depending on complexity.
Account minimum: $100,000 Fee-only: Advisory fees plus separate planning retainer fees (see details). No commissions or third-party compensation.
Main office
17 Prince Street
Rochester NY 14607
Advisors at this office
3
Most active in
California · Louisiana · New York · North Carolina
Also doing business as
Icono Capital · Iconoclastic Capital Management LLC
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.
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Advisors at this firm
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