In On Capital Advisors LLC (Coral Gables)

Name: In On Capital Advisors LLC
Address: 2000 Ponce De Leon Boulevard, Coral Gables, FL, 33134
Telephone: 305 448-0014

In On Capital Advisors LLC is a large advisory firm based in Coral Gables. It manages $335 million of regulatory assets for 80 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Florida.

In On Capital Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

In On Capital Advisors: assets under management

The assets under management (AUM) of In On Capital Advisors LLC is $335 million. $335 million of the total AUM is attributable to clients outside of the United States.

Investments

The firm invests in investment grade corporate bonds the most. They account for 30% of the total AUM. The second-largest asset type is investment and business development companies, which make up 28% of the firm’s portfolio. Investments in exchange traded securities form 11% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay In On Capital Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Roger Campama serves?

The only and largest group of clients of Roger Campama is high net worth individuals with 34 clients and $335 million of assets under management. Among the 8 most similar advisory firms, In On Capital Advisors has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $335 million for 34 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 100% of the firm’s clients are foreign persons or businesses.

In On Capital Advisors doesn't advise any private funds.

Careers at In On Capital Advisors LLC

The company employs 7 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Roger Campama has been acting as President since 1 Jul 2017. Alberto Batista joined the executive team most recently as the Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Roger Campama	President	1 Jul 2017	75% - 100%	6861768
Alberto Batista	Cco	1 Mar 2018	Other	2289774

Based in Coral Gables

The principal office where In On Capital Advisors LLC performs its advisory services is located at 2000 Ponce De Leon Boulevard, Coral Gables, FL 33134, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 305 448-0014. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at inoncapitaladvisors.com.