IN ON CAPITAL

777 Brickell Avenue
Suite 500
Miami, Florida 33131
Tel: 305 721-2811

About IN ON CAPITAL

IN ON CAPITAL, formally registered with the SEC as IN ON CAPITAL. The firm was established in 10/29/2019. They have over 2 offices throughout the country.

IN ON CAPITAL is a Miami, Florida based Financial Planning firm with nearly $349,166,326 assets under management, offering retirement planning & investment advisory services to 45 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290038
SEC#	801-117554
Assets Managed by Firm	$349,166,326
No. of Clients	45
No. of Advisors	16

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Other (PORTFOLIO MANAGEMENT FOR AMC PRIVATE PLACEMENTS)

Firm Client Information

	No. of Clients	AUM
Firm Total	45	$349,166,326
High net worth individuals	40	$328,724,205

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