← Directory
NOESIS CAPITAL MANAGEMENT CORP
CRD 110819File 801-49934
APPROVED
Retail clients
Custody
Filing as of Sep 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$876.9M
Above cohort median (national)
Discretionary AUM
$816.3M
Non-discretionary $60.6M
Clients
374
851 accounts
Employees
12
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Sep 5, 1995
- Principal office
- FOUNTAIN SQUARE, 2700 NORTH MILITARY TRAIL, SUITE 210, BOCA RATON, FL, 33431
- Phone
- 561-999-9888
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $876.9M
- Discretionary AUM
- $816.3M
- Non-discretionary AUM
- $60.6M
- Discretionary accounts
- 797
- Non-discretionary accounts
- 54
- Total accounts
- 851
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $98.3M |
| High net worth individuals | 181 | $683.7M |
| Pension and profit sharing plans | Fewer than 5 | $1.4M |
| Individuals (other than high net worth individuals) | 181 | $93.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Dec 1, 2025 vs May 1, 2025 | Employees | 11 | 12 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 327 | 374 | increased by47 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $707,201,299 | $876,873,175 | increased by$169,671,876 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 717 | 851 | increased by134 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 383 | 327 | decreased by56 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $763,973,364 | $707,201,299 | decreased by$56,772,065 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 889 | 717 | decreased by172 |
| Jan 1, 2022 | Employees | 12 | 11 | decreased by1 |
| Jan 1, 2022 | Clients | 373 | 383 | increased by10 |
| Jan 1, 2022 | AUM | $550,748,931 | $763,973,364 | increased by$213,224,433 |
| Jan 1, 2022 | Accounts | 834 | 889 | increased by55 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NOESIS CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NOESIS CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.