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IN ON CAPITAL

MIAMI, FL · CRD 290038 · IAPD ↗ · inoncapitaladvisors.com · 305 721-2811

$389.4MRegulatory AUM
8Advisory reps
16Employees
2Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2024 — IN ON CAPITAL shrank from 14 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
73
April 2024 — IN ON CAPITAL now reports 5 private fund(s) ($20.4M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

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