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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 Aug 17, 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 |
|---|---|---|---|
| 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.