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NOESIS CAPITAL MANAGEMENT CORP

BOCA RATON, FL · CRD 110819 · IAPD ↗ · 561-999-9888

$876.9MRegulatory AUM
7Advisory reps
12Employees
2Clients
11-25Planning clients
0Private funds
23States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — NOESIS CAPITAL MANAGEMENT CORP notice-filed in DC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2026 — NOESIS CAPITAL MANAGEMENT CORP notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
July 2025 — NOESIS CAPITAL MANAGEMENT CORP notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — NOESIS CAPITAL MANAGEMENT CORP notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
January 2025 — NOESIS CAPITAL MANAGEMENT CORP notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
January 2025 — NOESIS CAPITAL MANAGEMENT CORP reported RAUM up 31% ($539.9M -> $707.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
November 2024 — NOESIS CAPITAL MANAGEMENT CORP notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
May 2024 — NOESIS CAPITAL MANAGEMENT CORP notice-filed in MS, NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.