Iconoclastic Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Iconoclastic Capital Management provides discretionary investment management and modular wealth management and financial planning to individuals, high-net-worth households, trusts, and business owners. Offerings range from ongoing wealth-management tiers and business-specific planning to project-based planning and held-away account advisory for employer-sponsored plans and other externally held assets.
The firm builds portfolios using an evidence-based, core-and-satellite framework that relies on low-cost broad ETFs for the core and smaller active sleeves for rotational momentum, select fundamental fixed-income positions, alternatives, and direct-indexing/tax-loss harvesting where appropriate. Iconoclastic considers account-level tax placement and conducts regular reviews; it also discloses the use of AI-driven tools in certain advisory processes with required human oversight and related risk disclosures.
Several features distinguish the firm from many peers: it offers cryptocurrency advisory and recommends custody with a federally chartered digital-asset custodian, maintains a separate planning retainer model plus a firm-coordinated tax-preparation credit tied to a recommended tax professional, and relies on a primary custodian that provides substantial technology and practice-management resources to the firm (a disclosed potential conflict). The firm also emphasizes household-level reporting for comprehensive clients, coordination of held-away accounts, and a visible digital and social-media presence for general educational content.
Client services
Expertise
Occupation focus
Fee options
Project-based financial planning fees range from $500 to $10,000 depending on complexity.
$0 - $2,000,000: 0.90% $2,000,001+: 0.65%
Planning retainer fees billed separately, typically quarterly. Examples: Guided Wealth Management Essentials Year 1: $6,000; Year 2+: $4,500; Premier Year 1: $9,000; Year 2+: $7,000; Comprehensive Wealth Management Year 1: $18,000; Year 2+: $15,000; Business Wealth Management Year 1: $12,000; Year 2+: $9,000.
Account minimum: $100,000 Fee-only: Fee-only firm; no commissions or kickbacks accepted.
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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