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IN ON CAPITAL
Legal name: IN ON CAPITAL ADVISORS LLC
CRD 290038File 801-117554
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$389.4M
Below cohort median (national)
Discretionary AUM
$306K
Non-discretionary $389.1M
Clients
40
40 accounts
Employees
16
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Oct 29, 2019
- Principal office
- 777 BRICKELL AVENUE, SUITE 500, MIAMI, FL, 33131
- Phone
- 305 721-2811
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $389.4M
- Discretionary AUM
- $306K
- Non-discretionary AUM
- $389.1M
- Discretionary accounts
- 4
- Non-discretionary accounts
- 36
- Total accounts
- 40
- AUM per client
- $9.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 40 | $389.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 48 | 40 | decreased by8 |
| Apr 1, 2026 | AUM | $385,362,849 | $389,430,840 | increased by$4,067,991 |
| Apr 1, 2026 | Accounts | 48 | 40 | decreased by8 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | AUM | $376,431,061 | $385,362,849 | increased by$8,931,788 |
| Apr 1, 2022 | Employees | 14 | 16 | increased by2 |
| Apr 1, 2022 | Clients | 42 | 48 | increased by6 |
| Apr 1, 2022 | AUM | $354,887,681 | $376,431,061 | increased by$21,543,380 |
| Apr 1, 2022 | Accounts | 40 | 48 | increased by8 |
| 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 “IN ON” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“IN ON” 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.