RIA Intel›Advisers›Florida›NORTHEAST CAPITAL MANAGEMENT, INC.

NORTHEAST CAPITAL MANAGEMENT, INC.

Advisory

CORAL GABLES, FL

Data as of Feb 3, 2026 · Source: SEC Form ADV

Rank in FL

#1,299

of 2,610 advisers by AUM

Average account

$424K

across 248 accounts

AUM per adviser

$105M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 3, 2026.

Total AUM

$105M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$105M

Discretionary AUM$105M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients86

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, MA, RI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

86 clients

40 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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CLOUT CAPITAL INVESTMENT MANAGERS LLC

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ASSET PLANNING CORPORATION

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