RIA Intel›Advisers›Florida›NOESIS CAPITAL MANAGEMENT CORP

NOESIS CAPITAL MANAGEMENT CORP

Advisory

N·BOCA RATON, FL

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM
$877M
1-Year AUM Growth
+31.0%
3-Year CAGR
-2.5%
Employees
7
Assets Under Management
Total AUM$877M
Discretionary AUM$816M
Non-Discretionary AUM$61M
Discretionary %93.1%
Total Clients374
Team
Total Employees7
Investment Advisers12
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record49
First FilingApr 27, 2001
Latest FilingMar 23, 2026
🔒 Full AUM trend chart and 49 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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