SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
In on Capital
Miami, FL
In on Capital Advisors LLC, CRD 290038
Firm filing updated March 26, 2026 ·
- $389.4MAssets
- 40Clients
- 8Advisory staff
- 40Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals40
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 40 | $389.4 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Other: "PORTFOLIO MANAGEMENT FOR AMC PRIVATE PLACEMENTS"
- Portfolio management for individuals and/or small businesses
- Other: "PORTFOLIO MANAGEMENT FOR AMC PRIVATE PLACEMENTS"
Assets and accounts
- Regulatory assets$389.4 million
- Accounts40
- Discretionary$305,505 · 4 accounts
- Non-discretionary$389.1 million · 36 accounts
People
- Employees16
- Advisory staff8
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: In on Capital Advisors LLC SEC-registered investment advisor. CRD 290038, SEC file 801-117554.
- Registered with the SEC as an investment advisor (status date on record: October 29, 2019).
Is In on Capital a fiduciary?
Short answer: In on Capital is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.