DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Noesis Capital Management Corp
Latest filing Mar 23, 2026
First filing on the tape Dec 21, 2011 · 38 filings
SEC status approved since Sep 5, 1995
RAUM
$877M
reported, Item 5.F
Discretionary
93%
of RAUM
Private clients
89%
$777M individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$110M
derived; firm RAUM over IAPD count
Employees
12
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
38 filings and snapshots on the tape
RAUM$877M as of Mar 23, 2026
Jan 4, 2012$244M then
HNW client RAUM$684M as of Mar 23, 2026
Dec 7, 2017$308M then
State-registered IARs (5.B.3)6 as of Mar 23, 2026
Dec 20, 20125 then
Employees (5.A)12 as of Mar 23, 2026
Dec 20, 201211 then
Private funds: no history
RAUM +24% over the last fiscal year+20% a year over threeIARs 4 to 6
Practice profile
derived from the filing of Mar 23, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $110MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 45derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.8MderivedHNW RAUM over HNW clients
- Average account
- $1.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 93%derivedof RAUM
- Institutional
- 0.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 8.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +24%derivedbetween the last two annual amendments
- Advisor growth, one year
- +50%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +15%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, otherreportedItem 5.G
- Custody
- $440M, 194 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$684M78%
- Corporations and businesses$98.3M11%
- Individuals$93.5M11%
- Pension and profit-sharing plans$1.4M0.2%
- Individual clients
- 181reported
- HNW clients
- 181reported
- Pension plan clients
- 1reported
- Charitable clients
- 0reported
- Accounts
- 851reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- $440M for 194 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.89 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
8 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Cheryl Lesley DeknatelCertified Financial Planner | Boca Raton, Fl | Mar 18, 2013 | 28 y | 3 |
| Nicolaas Bernardus Maria LetschertCertified Financial Planner | Boca Raton, Fl | Feb 8, 2016 | 45 y | 0 |
| Christian Peter PaterokChartered Financial Analyst | Boca Raton, Fl | Feb 22, 2016 | 21 y | 0 |
| Shihfang Chuang | Boca Raton, Fl | Apr 5, 2016 | 22 y | 0 |
| Abraham Amador-LindnerCertified Financial Planner | Boca Raton, Fl | Aug 25, 2022 | 24 y | 5 |
| Borja De La Fuente | Boca Raton, Fl | Jan 1, 2026 | 13 y | 0 |
| Laleeta HillChartered Financial Analyst | Boca Raton, Fl | Feb 27, 2026 | 13 y | 0 |
| Simon O Kasbari | Boca Raton, Fl | Jun 5, 2026 | 12 y | 1 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Jeffrey Scott Greer to Stone Summit Wealth LLCMar 15, 2022 · RIA to RIA
- Jeremiah Otto Spitzberg to Stone Summit Wealth LLCDec 7, 2021 · RIA to RIA
- Jennifer Chengwen Tang to FacetMar 5, 2019 · RIA to RIA
- Sherry L Brenneman to Edward JonesSep 18, 2017 · Other
- Mark Andrew Pearson to Rfg Advisory, LLCDec 19, 2013 · Other
Joined, latest
- Simon O Kasbari from J.P. Morgan Securities LLCJun 5, 2026 · Wirehouse to independent RIA
- Abraham Amador-Lindner from Fidelity Personal And Workplace AdvisorsAug 25, 2022 · Affiliated broker-dealer or bank to independent RIA
- Sherry L Brenneman from Advice And Planning ServicesMay 12, 2017 · Other
- Jeffrey Scott Greer from Hightower Advisors, LLCJan 10, 2014 · Other
- Cheryl Lesley Deknatel from Morgan StanleyMar 18, 2013 · Other
- Mark Andrew Pearson from Proche Capital ManagementAug 24, 2011 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Bernardus Maria Nicolaas Letschert · Ceo/Chief Compliance Officercontrolsince 07/1995 · owns less than 5%
Entity owners
- Nicolaas Bernardus Maria Letschert And Elisabeth Anna Johanna Letschert - Tenants By The Entirety · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- Noesis B.V.investment advisery
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Boca Raton, Fl · principal | 8 | 3 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 717 to 851Jun 16, 2025 to Nov 19, 2025
- HNW clients · 145 to 181Jun 16, 2025 to Nov 19, 2025
- Individual clients · 169 to 181Jun 16, 2025 to Nov 19, 2025
- Pension plan clients · 2 to 1Jun 16, 2025 to Nov 19, 2025
- Assets in custody · $358M to $440MJun 16, 2025 to Nov 19, 2025
- Employees · 11 to 12Jun 16, 2025 to Nov 19, 2025
- Financial planning clients · 101-250 to 11-25Jun 16, 2025 to Nov 19, 2025
- State-registered IARs · 4 to 6Jun 16, 2025 to Nov 19, 2025
- Discretionary RAUM · $657M to $816MJun 16, 2025 to Nov 19, 2025
- HNW RAUM · $535M to $684MJun 16, 2025 to Nov 19, 2025
- Individual RAUM · $81.6M to $93.5MJun 16, 2025 to Nov 19, 2025
- Non-discretionary RAUM · $49.7M to $60.6MJun 16, 2025 to Nov 19, 2025
- Pension RAUM · $2.0M to $1.4MJun 16, 2025 to Nov 19, 2025
- RAUM · $707M to $877MJun 16, 2025 to Nov 19, 2025
- Financial planning clients · 101-250 to 101-250Apr 18, 2025 to Jun 16, 2025
- Accounts · 672 to 717Oct 25, 2024 to Dec 3, 2024
- Advisory activities · 4 to 5Oct 25, 2024 to Dec 3, 2024
- Corporate clients · 12 to 11Oct 25, 2024 to Dec 3, 2024
- HNW clients · 115 to 145Oct 25, 2024 to Dec 3, 2024
- Individual clients · 182 to 169Oct 25, 2024 to Dec 3, 2024
- Assets in custody · $274M to $358MOct 25, 2024 to Dec 3, 2024
- State-registered IARs · 6 to 4Oct 25, 2024 to Dec 3, 2024
- Discretionary RAUM · $481M to $657MOct 25, 2024 to Dec 3, 2024
- HNW RAUM · $389M to $535MOct 25, 2024 to Dec 3, 2024
- Individual RAUM · $82.3M to $81.6MOct 25, 2024 to Dec 3, 2024
- Non-discretionary RAUM · $58.4M to $49.7MOct 25, 2024 to Dec 3, 2024
- Pension RAUM · $1.6M to $2.0MOct 25, 2024 to Dec 3, 2024
- RAUM · $540M to $707MOct 25, 2024 to Dec 3, 2024
- Accounts · 650 to 672Jul 27, 2023 to Dec 4, 2023
- Advisory employees · 11 to 7Jul 27, 2023 to Dec 4, 2023
- Advisory activities · 3 to 4Jul 27, 2023 to Dec 4, 2023
- HNW clients · 111 to 115Jul 27, 2023 to Dec 4, 2023
- Individual clients · 175 to 182Jul 27, 2023 to Dec 4, 2023
- Assets in custody · $274M to $274MJul 27, 2023 to Dec 4, 2023
- State-registered IARs · 8 to 6Jul 27, 2023 to Dec 4, 2023
- Discretionary RAUM · $456M to $481MJul 27, 2023 to Dec 4, 2023
- HNW RAUM · $371M to $389MJul 27, 2023 to Dec 4, 2023
- Individual RAUM · $78.4M to $82.3MJul 27, 2023 to Dec 4, 2023
- Non-discretionary RAUM · $54.0M to $58.4MJul 27, 2023 to Dec 4, 2023
- Pension RAUM · $1.5M to $1.6MJul 27, 2023 to Dec 4, 2023
Signals
5 dated events
- Noesis Capital Management Corp reported RAUM $707.2M, up 31% from $539.9M (2024-10-25 to 2024-12-03)Dec 3, 2024 · RAUM change · derived
- Noesis Capital Management Corp reported RAUM $509.8M, down 33% from $764.0M (2021-12-02 to 2022-11-23)Nov 23, 2022 · RAUM change · derived
- Jeffrey Scott Greer left Noesis Capital Management Corp for Stone Summit Wealth Llc (registered 2022-03-28)Mar 15, 2022 · Advisor changed firm · fact
- Noesis Capital Management Corp reported RAUM $764.0M, up 39% from $550.7M (2020-11-19 to 2021-12-02)Dec 2, 2021 · RAUM change · derived
- 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)Dec 2, 2021 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 561-999-9888reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/noesis-capital-managementreportedpublic record, Form ADV, Sep 17, 2026
- Website
- NOESIS-CAPITAL.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 561-999-9888reportedpublic record, Form ADV, Mar 23, 2026
- Contact form
- noesis-capital.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- NOESIS-CAPITAL.COM/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $110Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026