RIA Intelligence

NOESIS CAPITAL MANAGEMENT CORP

CRD #110819 SEC #801-49934 BOCA RATON, FL 561-999-9888
SEC Registered
Total AUM
$876.9M
Discretionary
$816.3M
Employees
12
Clients
11
Accounts
851

AUM Over Time

DateNov 2025
Total AUM$876.9M
Discretionary$816.3M
Non-Disc.$60.6M
Employees12
Clients2
DateJun 2025
Total AUM$707.2M
Discretionary$657.5M
Non-Disc.$49.7M
Employees11
Clients2
DateApr 2025
Total AUM$707.2M
Discretionary$657.5M
Non-Disc.$49.7M
Employees11
Clients2
DateDec 2024
Total AUM$707.2M
Discretionary$657.5M
Non-Disc.$49.7M
Employees11
Clients2
DateDec 2024
Total AUM$707.2M
Discretionary$657.5M
Non-Disc.$49.7M
Employees11
Clients2
DateOct 2024
Total AUM$539.9M
Discretionary$481.4M
Non-Disc.$58.4M
Employees11
Clients1
DateApr 2024
Total AUM$539.9M
Discretionary$481.4M
Non-Disc.$58.4M
Employees11
Clients1
DateApr 2024
Total AUM$539.9M
Discretionary$481.4M
Non-Disc.$58.4M
Employees11
Clients1
DateDec 2023
Total AUM$539.9M
Discretionary$481.4M
Non-Disc.$58.4M
Employees11
Clients1
DateJul 2023
Total AUM$509.8M
Discretionary$455.7M
Non-Disc.$54M
Employees11
Clients0
DateJul 2023
Total AUM$509.8M
Discretionary$455.7M
Non-Disc.$54M
Employees11
Clients0
DateNov 2022
Total AUM$509.8M
Discretionary$455.7M
Non-Disc.$54M
Employees11
Clients0
DateDec 2021
Total AUM$764M
Discretionary$683.4M
Non-Disc.$80.5M
Employees11
Clients0
DateNov 2020
Total AUM$550.7M
Discretionary$501.7M
Non-Disc.$49M
Employees12
Clients0
DateJun 2020
Total AUM$521.6M
Discretionary$472.8M
Non-Disc.$48.8M
Employees12
Clients0
DateNov 2019
Total AUM$521.6M
Discretionary$472.8M
Non-Disc.$48.8M
Employees12
Clients0
DateOct 2019
Total AUM$495.6M
Discretionary$425.2M
Non-Disc.$70.4M
Employees15
Clients0
DateOct 2019
Total AUM$495.6M
Discretionary$425.2M
Non-Disc.$70.4M
Employees15
Clients0
DateApr 2019
Total AUM$495.6M
Discretionary$425.2M
Non-Disc.$70.4M
Employees15
Clients0
DateDec 2018
Total AUM$495.6M
Discretionary$425.2M
Non-Disc.$70.4M
Employees15
Clients0
DateApr 2018
Total AUM$405.5M
Discretionary$364.4M
Non-Disc.$41.2M
Employees14
Clients0
DateDec 2017
Total AUM$405.5M
Discretionary$364.4M
Non-Disc.$41.2M
Employees14
Clients0
DateDec 2017
Total AUM$405.5M
Discretionary$364.4M
Non-Disc.$41.2M
Employees14
Clients0
DateJan 2017
Total AUM$365.6M
Discretionary$330.3M
Non-Disc.$35.3M
Employees14
Clients300
DateDec 2016
Total AUM$365.6M
Discretionary$330.3M
Non-Disc.$35.3M
Employees14
Clients300
DateFeb 2016
Total AUM$337.6M
Discretionary$307.1M
Non-Disc.$30.4M
Employees10
Clients300
DateDec 2015
Total AUM$337.6M
Discretionary$307.1M
Non-Disc.$30.4M
Employees10
Clients300
DateJan 2015
Total AUM$365.1M
Discretionary$331.1M
Non-Disc.$34M
Employees10
Clients300
DateDec 2014
Total AUM$365.1M
Discretionary$331.1M
Non-Disc.$34M
Employees10
Clients300
DateDec 2013
Total AUM$314.2M
Discretionary$295.4M
Non-Disc.$18.8M
Employees10
Clients300
DateDec 2012
Total AUM$280.6M
Discretionary$275M
Non-Disc.$5.6M
Employees11
Clients300
DateSep 2012
Total AUM$262.4M
Discretionary$255.9M
Non-Disc.$6.4M
Employees11
Clients300
DateJan 2012
Total AUM$243.8M
Discretionary$237.3M
Non-Disc.$6.4M
Employees11
Clients300
DateJan 2012
Total AUM$243.8M
Discretionary$237.3M
Non-Disc.$6.4M
Employees11
Clients300
DateDec 2011
Total AUM$246.6M
Discretionary$238.3M
Non-Disc.$8.2M
Employees11
Clients251
DateAug 2011
Total AUM$246.6M
Discretionary$238.3M
Non-Disc.$8.2M
Employees--
Clients--
DateMar 2011
Total AUM$246.6M
Discretionary$238.3M
Non-Disc.$8.2M
Employees--
Clients--
DateNov 2007
Total AUM$335.3M
Discretionary$319.1M
Non-Disc.$16.1M
Employees10
Clients--
DateMay 2002
Total AUM$120M
Discretionary$112M
Non-Disc.$8M
Employees10
Clients--