Flower City Capital LLC logo

Flower City Capital LLC

Updated today

Client assets under management

$405,120,210

Clients

227

50% high-net worth

Advisors

6

of 9 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

38

Low

Average account size

$1,784,671

About

Flower City Capital provides discretionary portfolio management and financial planning primarily to individual and high‑net‑worth clients, overseeing roughly $445 million in assets across its client base. The firm typically documents each client’s goals and risk tolerance in an Investment Policy Statement and may use model portfolios while retaining the ability to negotiate or waive its stated $1,000,000 account minimum.

Its investment process combines fundamental, technical and quantitative analysis with elements of modern portfolio theory and a long‑term trading orientation; portfolios are reviewed at least quarterly and managed on a discretionary basis. Flower City Capital’s investing universe is broad and includes equities, fixed income, mutual funds and ETFs, real estate funds and REITs, private placements and venture capital funds, and commodities such as precious‑metal ETFs.

Flower City Capital is notable among similar team firms for its involvement with pooled investment vehicles: principals serve as managers of a private fund (Allens Creek Partners, LP), and the brochure discloses that the firm will recommend that fund to suitable clients and allocates limited‑supply investment opportunities among clients, which the firm identifies as a potential conflict of interest. The firm also discloses outsourced CFO and business transaction consulting offered by a principal and its use of institutional custody, research and other services from Charles Schwab, arrangements the brochure says may provide economic benefits to the adviser.

Client services

Financial planning Portfolio management

Expertise

Wealth management General retirement planning Annuities Real estate investing

Fee options

Fixed

Fixed fees for financial planning services; fees are negotiable but no specific amounts stated.

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.50%

Other

Account minimum: $1,000,000

Main office location

Flower City Capital LLC

1 Fishers Rd, Suite 220

Pittsford NY 14534, United States

Number of offices

2

Most active in

California · Colorado · Florida · Georgia · Maryland · Massachusetts · New Jersey · New York · Pennsylvania · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Catherine A

CFP®, Series 66

Pittsford, NY

Flower City Capital LLC

Catherine Arnold is a CFP® and Series 66 licensed advisor at Flower City Capital LLC with over 10 years of experience in financial advisory roles. Her prior work includes positions at Whitney & Company and LVW Advisors. Outside of her advisory career, she was involved with Sew Creative, a business operating from 2024 to 2026. Flower City Capital LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm utilizes multiple analytic approaches and manages accounts under discretionary authority, offering tailored investment plans and conducting regular reviews aligned with client objectives.

Wealth management General retirement planning Annuities Real estate investing
user avatar

Vincent C

CFA®

Pittsford, NY

Flower City Capital LLC

Vincent Crane is a CFA® charterholder with eight years of experience in financial advisory, currently serving at Flower City Capital LLC since 2018. Prior to joining Flower City Capital, he worked at JP Morgan & Chase from 2016 to 2018. Flower City Capital LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $333 million in assets. The firm employs multiple analytic approaches and generally follows long-term, model-driven investment strategies, offering tailored plans and ongoing portfolio monitoring.

Wealth management General retirement planning Annuities Real estate investing
user avatar

Jeremy V

CFP®, Series 66

Frederick, MD

Flower City Capital LLC

Jeremy Veres is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Flower City Capital LLC. His prior roles include positions at Turning Point Financial, Ameriprise Financial, Raymond James, Deutsche Bank Securities Inc, and Merrill Lynch. He also worked at Alexander Basketball Academy for five years. Flower City Capital LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients, managing approximately $333 million in assets. The firm employs multiple analytic approaches and generally pursues long-term, model-driven allocations under discretionary authority.

Wealth management General retirement planning Annuities Real estate investing
user avatar

Michael R

CFP®, CFA®, Series 63

Pittsford, NY

Flower City Capital LLC

Michael Rizzolo is a CFP®, CFA®, and holds a Series 63 license with 17 years of industry experience. He has worked at Flower City Capital LLC since 2015 and previously at Banc of America Securities, LLC. Rizzolo is a manager of Allens Creek Partners, LP, a private fund. Flower City Capital LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients, overseeing approximately $333 million in assets. The firm employs multiple analytic approaches and generally pursues long-term, model-driven allocations, managing accounts under discretionary authority with regular client reviews.

Wealth management General retirement planning Annuities Real estate investing
user avatar

Jacob M

CFP®

Pittsford, NY

Flower City Capital LLC

Wealth management General retirement planning Annuities Real estate investing
user avatar

Thomas H

CFP®, Series 63, Series 65

Pittsford, NY

Flower City Capital LLC

Thomas Hawks III is a CFP® with seven years of industry experience. He is a managing principal at Flower City Capital LLC, where he has worked since 2018, following seven years at LVW Advisors. Hawks also serves as a manager of Allens Creek Partners, LP, a private fund. Flower City Capital LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm employs multiple analytic approaches and generally pursues long-term, model-driven investment strategies while managing approximately $333 million in client assets.

Wealth management General retirement planning Annuities Real estate investing
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