Overview
Assets Under Management: $138 million
Headquarters: ROCHESTER, NY
High-Net-Worth Clients: 54
Average Client Assets: $2 million
Frequently Asked Questions
FIEN CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #114951), FIEN CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
FIEN CAPITAL MANAGEMENT, LLC is headquartered in ROCHESTER, NY.
FIEN CAPITAL MANAGEMENT, LLC serves 54 high-net-worth clients according to their SEC filing dated February 27, 2026. View client details ↓
According to their SEC Form ADV, FIEN CAPITAL MANAGEMENT, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
FIEN CAPITAL MANAGEMENT, LLC manages $138 million in client assets according to their SEC filing dated February 27, 2026.
According to their SEC Form ADV, FIEN CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.49
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 109
Discretionary Accounts: 109
Regulatory Filings
CRD Number: 114951
Filing ID: 2053603
Last Filing Date: 2026-02-27 14:17:18