# Noesis Capital Management Corp

> Noesis Capital Management Corp is an SEC-registered investment advisory firm in Boca Raton, FL, registered since 1995, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 21, 2026.

- CRD: 110819
- Filed as: NOESIS CAPITAL MANAGEMENT CORP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boca Raton, FL
- Filing period: October 2026
- Form ADV filing dated: September 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110819
- AdvisorCensus page: https://advisorcensus.com/firm/noesis-capital-management-corp-boca-raton-fl-110819

## Quick answers

**How is Noesis Capital Management Corp compensated?**
On its Form ADV (Item 5.E, October 2026), Noesis Capital Management Corp reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Noesis Capital Management Corp located?**
Noesis Capital Management Corp's principal office is in Boca Raton, FL, according to its Form ADV.

**Is Noesis Capital Management Corp registered with the SEC or a state?**
Noesis Capital Management Corp is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 110819.

**How much does Noesis Capital Management Corp manage?**
Noesis Capital Management Corp reports $876,873,175 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (93% discretionary).

**How have Noesis Capital Management Corp's assets and staff changed since 2021?**
In the Form ADV data for Noesis Capital Management Corp: Regulatory assets under management: $550,748,931 in the October 2021 data and $876,873,175 in the October 2026 data, up 59%. Total employees: 12 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Noesis Capital Management Corp serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (181); high net worth individuals (181); corporations or other businesses not listed above (11).

**Which custodians does Noesis Capital Management Corp use?**
Noesis Capital Management Corp's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets.

**Does Noesis Capital Management Corp report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110819

**What changed in Noesis Capital Management Corp's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in DC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Interactive Brokers LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $876,873,175
- Discretionary: $816,271,372
- Non-discretionary: $60,601,803

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 181 | $93,468,208 |
| High net worth individuals | 181 | $683,721,631 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1,383,590 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 11 | $98,299,746 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other

### Firm details
- Registered since: 1995 (31 years)
- Employees: 12 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, CO, DC, FL, GA, IL, KS, LA, MA, MD, ME, MN, MO, MS, NC, NH, NJ, NM, NV, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- noesis-capital.com
- LinkedIn @noesis-capital-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $550,748,931 | 12 | November 19, 2020 |
| October 2022 | $763,973,364 | 11 | December 2, 2021 |
| October 2023 | $509,785,995 | 11 | July 27, 2023 |
| October 2024 | $539,854,217 | 11 | April 15, 2024 |
| October 2025 | $707,201,299 | 11 | June 16, 2025 |
| October 2026 | $876,873,175 | 12 | September 21, 2026 |

Regulatory assets under management: $550,748,931 in the October 2021 data and $876,873,175 in the October 2026 data, up 59%.
Total employees: 12 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in DC.

### April 2026
- Registered or notice-filed in MO.

### December 2025
- Regulatory assets under management went from $707,201,299 to $876,873,175 (+24%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Noesis Capital Management Corp (CRD 110819): Form ADV filing data as of October 2026.