NOESIS CAPITAL MANAGEMENT CORP

CRD 110819File 801-49934

APPROVED

Retail clients

Custody

Filing as of Mar 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$876.9M

Above cohort median (national)

Discretionary AUM

$816.3M

Non-discretionary $60.6M

Clients

374

851 accounts

Employees

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
Website: https://www.linkedin.com/company/noesis-capital-management/

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.