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HONEOYE FALLS CAPITAL LLC

HONEOYE FALLS, NY · CRD 333306 · IAPD ↗ · (585) 770-7171

$67.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — HONEOYE FALLS CAPITAL LLC reported RAUM up 123% ($30.0M -> $67.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
July 2025 — HONEOYE FALLS CAPITAL LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
March 2025 — HONEOYE FALLS CAPITAL LLC (HONEOYE FALLS, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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