Influx Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,982,078
Total clients
11
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
11
Average account size
$180,189
About
Influx Capital Management provides tailored asset management for individuals, trusts, individual retirement accounts and corporate/business clients, managing approximately $1.9 million in client assets on a non-discretionary basis. Portfolios are constructed from individual stocks, bonds, ETFs and other public investments with continuous supervision and at least quarterly reviews.
The firm combines fundamental and technical analysis with quantitative screening and a value-oriented security selection process that emphasizes identifying underpriced securities with multi-year catalysts (typically a 3–5 year horizon) and relatively low turnover for tax efficiency. Because accounts are managed non-discretionarily, the firm obtains client authorization before executing trades and routinely recommends Interactive Brokers as the custodian and execution venue.
Atypical features for a small independent advisor include licensed insurance activities and affiliations — the firm’s representatives are life/health insurance licensees and affiliated with Principal Life Insurance Company and Benefits Management Team LLC through an insurance DBA — and real estate licensing that can generate referral commissions; these relationships are disclosed as potential conflicts of interest. The firm also discloses that it does not vote client proxies, provides a written Code of Ethics and a business continuity plan, and emphasizes documented disclosure of other industry activities.
Client services
Portfolio management
Expertise
Active portfolio management
Tax-loss harvesting
Fee options
Up to 2.00% annually, billed monthly in arrears based on average daily balance
Account minimum: $1,000 Minimum fee: Minimum of $100.00 annually, charged quarterly in arrears Fee-only: Advisory fee based on percentage of assets under management; no commissions
Main office location
Influx Capital Management
Crows Landing CA, United States
Number of offices
1
Most active in
Influx Capital Management has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")