Noesis Capital Management Corp
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$777,189,839
Clients
362
Advisors
8
of 12 employees
About
Noesis Capital Management provides wealth management, investment-advisory, and financial-planning services to individuals, families, trusts, foundations and business entities, serving both high‑net‑worth and non‑HNW households as well as foreign clients. The firm delivers continuous, customized portfolio management on discretionary and non‑discretionary bases, offers assets‑under‑advisement monitoring, and may provide limited access to alternative or private investments for suitable, accredited clients.
The firm follows a research‑driven, fundamental equity approach that looks for companies with durable competitive advantages, strong financials and attractive valuations, and favors moderate diversification across sectors. Portfolio managers share firm research but exercise individual discretion in account design; Noesis may use margin, short sales and other leverage in appropriate client accounts and discloses that cash and margin loan balances are included when calculating billable assets.
Noesis has several features that distinguish it from many peers: it is affiliated with a wholly owned Netherlands advisory firm (Noesis B.V.) and serves non‑U.S. clients, maintains third‑party referral arrangements (including participation in the Schwab Advisor Network and written solicitors’ agreements), and pays a subscription fee for access to DPL Financial Partners’ insurance and annuity platform while not acting as licensed insurance agents. The firm discloses these relationships and potential conflicts of interest (including referral and platform incentives) and says it seeks to mitigate them through fiduciary standards, independent product analysis, and written policies.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed-fee arrangements may be agreed upon in limited circumstances based on service complexity.
$0 - $1,000,000: 1.50% $1,000,000+: 0.75%
Account minimum: $1,000,000 recommended; $500,000 minimum accepted in some cases
Main office
Fountain Square, 2700 North Military Trail, Suite 210
Boca Raton FL 33431
Advisors at this office
8
Most active in
Alabama · California · Colorado · Florida · Georgia · Illinois · Kansas · Louisiana · Maine · Maryland · Massachusetts · Minnesota · Mississippi · Missouri · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Pennsylvania · 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.
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Advisors at this firm
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