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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

NOESIS CAPITAL MANAGEMENT CORP

CRD 110819

BOCA RATON, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c879d18d-70ca-b13b-fb20-3c5735e90712

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 5
On other graphs: 0
Observed: Dec 21, 2011 to Mar 23, 2026
38 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.89 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $877MItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $816M
Private client RAUM: $777MderivedItem 5.D individuals plus high net worth individuals
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $110Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 851
Individual clients: 181
High net worth clients: 181
Custody, client assets: $440M
SEC number: 801-49934
CIK: 1262677
CRD: 110819
Filings on the tape: 38
First filed: Dec 21, 2011
Latest filed: Mar 23, 2026
Organised: Corporation, FL

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CHERYL LESLEY DEKNATEL	Certified Financial Planner	BOCA RATON, FL	13	28	3	no
NICOLAAS BERNARDUS MARIA LETSCHERT	Certified Financial Planner	BOCA RATON, FL	10	45	n/a	no
Christian Peter Paterok	Chartered Financial Analyst	BOCA RATON, FL	10	21	n/a	no
Shihfang Chuang	n/a	BOCA RATON, FL	10	22	n/a	no
ABRAHAM AMADOR-LINDNER	Certified Financial Planner	BOCA RATON, FL	4	24	5	no
Borja De La Fuente	n/a	BOCA RATON, FL	0	13	n/a	no
Laleeta Hill	Chartered Financial Analyst	BOCA RATON, FL	0	13	n/a	no
SIMON O KASBARI	n/a	BOCA RATON, FL	0	12	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LETSCHERT, NICOLAAS, BERNARDUS MARIA	CEO/CHIEF COMPLIANCE OFFICER	Na	yes	07/1995	Dec 21, 2011	Dec 18, 2024
NICOLAAS BERNARDUS MARIA LETSCHERT AND ELISABETH ANNA JOHANNA LETSCHERT - TENANTS BY THE ENTIRETY	Owner	E	yes	09/2018	Dec 27, 2018	Dec 18, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
NOESIS B.V.	n/a	n/a	n/a	Y	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 23, 2026	$877M	$816M	12	7	0	n/a	n/a
2024	Apr 18, 2025	$707M	$657M	11	7	0	n/a	n/a
2023	Dec 4, 2023	$540M	$481M	11	7	0	n/a	n/a
2022	Nov 23, 2022	$510M	$456M	11	11	0	n/a	n/a
2021	Dec 2, 2021	$764M	$683M	11	11	0	n/a	n/a
2020	Nov 19, 2020	$551M	$502M	12	12	0	n/a	n/a
2019	Nov 21, 2019	$522M	$473M	12	12	0	n/a	n/a
2018	Dec 27, 2018	$496M	$425M	15	11	0	n/a	n/a
2017	Dec 7, 2017	$406M	$364M	14	10	1	n/a	n/a
2016	Dec 7, 2016	$366M	$330M	14	13	n/a	n/a	n/a
2015	Dec 21, 2015	$338M	$307M	10	10	n/a	n/a	n/a
2014	Dec 18, 2014	$365M	$331M	10	10	n/a	n/a	n/a
2013	Dec 20, 2013	$314M	$295M	10	8	n/a	n/a	n/a
2012	Dec 20, 2012	$281M	$275M	11	8	n/a	n/a	n/a
2011	Jan 4, 2012	$244M	$237M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$877M	$707M	24.0%	$510M	19.8%	12	11	0	0

Relationships

Registered with (13)

← SIMON O KASBARIAdvisorregistration: current employment
Jun 5, 2026 to presentfactForm ADV
← Laleeta HillAdvisorregistration: current employment
Feb 27, 2026 to presentfactForm ADV
← Borja De La FuenteAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← ABRAHAM AMADOR-LINDNERAdvisorregistration: current employment
Aug 25, 2022 to presentfactForm ADV
← Shihfang ChuangAdvisorregistration: current employment
Apr 5, 2016 to presentfactForm ADV
← Christian Peter PaterokAdvisorregistration: current employment
Feb 22, 2016 to presentfactForm ADV
← NICOLAAS BERNARDUS MARIA LETSCHERTAdvisorregistration: current employment
Feb 8, 2016 to presentfactForm ADV
← CHERYL LESLEY DEKNATELAdvisorregistration: current employment
Mar 18, 2013 to presentfactForm ADV
← JEFFREY SCOTT GREERAdvisorregistration: previous registration
Jan 10, 2014 to Mar 15, 2022factForm ADV
← JEREMIAH OTTO SPITZBERGAdvisorregistration: previous registration
Jun 7, 1999 to Dec 7, 2021factForm ADV
← Jennifer Chengwen TangAdvisorregistration: previous registration
Mar 15, 2016 to Mar 5, 2019factForm ADV
← Sherry L BrennemanAdvisorregistration: previous registration
May 12, 2017 to Sep 18, 2017factForm ADV
← MARK ANDREW PEARSONAdvisorregistration: previous registration
Aug 24, 2011 to Dec 19, 2013factForm ADV

Controls (2)

← LETSCHERT, NICOLAAS, BERNARDUS MARIAOwnerCEO/CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Dec 21, 2011 to Dec 18, 2024factForm ADV
← NICOLAAS BERNARDUS MARIA LETSCHERT AND ELISABETH ANNA JOHANNA LETSCHERT - TENANTS BY THE ENTIRETYOwnerOWNER, ownership code E, domestic entity
Dec 27, 2018 to Dec 18, 2024factForm ADV

Dated events

Occurred
Dec 3, 2024
Regulatory AUM changed
Noesis Capital Management Corp reported RAUM $707.2M, up 31% from $539.9M (2024-10-25 to 2024-12-03)
Form ADVobserved 4 days ago
$167M
Occurred
Nov 23, 2022
Regulatory AUM changed
Noesis Capital Management Corp reported RAUM $509.8M, down 33% from $764.0M (2021-12-02 to 2022-11-23)
Form ADVobserved 4 days ago
$-254M
Occurred
Mar 15, 2022
Advisor changed firm
Jeffrey Scott Greer left Noesis Capital Management Corp for Stone Summit Wealth Llc (registered 2022-03-28)
Form ADVobserved 4 days ago
Occurred
Dec 2, 2021
Regulatory AUM changed
Noesis Capital Management Corp reported RAUM $764.0M, up 39% from $550.7M (2020-11-19 to 2021-12-02)
Form ADVobserved 4 days ago
$213M
Occurred
Dec 2, 2021
Control person left
Otto Jeremiah Spitzberg (Vice President - Portfolio Manager) no longer on Schedule A of Noesis Capital Management Corp (listed 2020-11-19, absent 2021-12-02)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c879d18d-70ca-b13b-fb20-3c5735e90712
First observed: Dec 21, 2011
Last observed: Mar 23, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NOESIS CAPITAL MANAGEMENT CORP

CRD 110819

BOCA RATON, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c879d18d-70ca-b13b-fb20-3c5735e90712

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:57 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CHERYL LESLEY DEKNATEL

Certified Financial Planner

BOCA RATON, FL

NICOLAAS BERNARDUS MARIA LETSCHERT

Certified Financial Planner

BOCA RATON, FL

n/a

Christian Peter Paterok

Chartered Financial Analyst

BOCA RATON, FL

n/a

Shihfang Chuang

n/a

BOCA RATON, FL

n/a

ABRAHAM AMADOR-LINDNER

Certified Financial Planner

BOCA RATON, FL

Borja De La Fuente

n/a

BOCA RATON, FL

n/a

Laleeta Hill

Chartered Financial Analyst

BOCA RATON, FL

n/a

SIMON O KASBARI

n/a

BOCA RATON, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LETSCHERT, NICOLAAS, BERNARDUS MARIA

CEO/CHIEF COMPLIANCE OFFICER

yes

07/1995

Dec 21, 2011

Dec 18, 2024

NICOLAAS BERNARDUS MARIA LETSCHERT AND ELISABETH ANNA JOHANNA LETSCHERT - TENANTS BY THE ENTIRETY

Owner

yes

09/2018

Dec 27, 2018

Dec 18, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

NOESIS B.V.

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$877M

$816M

n/a

2024

Apr 18, 2025

$707M

$657M

n/a

2023

Dec 4, 2023

$540M

$481M

n/a

2022

Nov 23, 2022

$510M

$456M

n/a

2021

Dec 2, 2021

$764M

$683M

n/a

2020

Nov 19, 2020

$551M

$502M

n/a

2019

Nov 21, 2019

$522M

$473M

n/a

2018

Dec 27, 2018

$496M

$425M

n/a

2017

Dec 7, 2017

$406M

$364M

n/a

2016

Dec 7, 2016

$366M

$330M

n/a

2015

Dec 21, 2015

$338M

$307M

n/a

2014

Dec 18, 2014

$365M

$331M

n/a

2013

Dec 20, 2013

$314M

$295M

n/a

2012

Dec 20, 2012

$281M

$275M

n/a

2011

Jan 4, 2012

$244M

$237M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$877M

$707M

24.0%

$510M

19.8%