Noesis Capital Management Corp logo

Noesis Capital Management Corp

Updated today

Client assets under management

$777,189,839

Clients

362

50% high-net worth

Advisors

7

of 12 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

52

Typical

Average account size

$2,146,933

About

Noesis Capital Management provides wealth management, investment-advisory, and financial-planning services to individuals, families, trusts, foundations and business entities, serving both high‑net‑worth and non‑HNW households as well as foreign clients. The firm delivers continuous, customized portfolio management on discretionary and non‑discretionary bases, offers assets‑under‑advisement monitoring, and may provide limited access to alternative or private investments for suitable, accredited clients.

The firm follows a research‑driven, fundamental equity approach that looks for companies with durable competitive advantages, strong financials and attractive valuations, and favors moderate diversification across sectors. Portfolio managers share firm research but exercise individual discretion in account design; Noesis may use margin, short sales and other leverage in appropriate client accounts and discloses that cash and margin loan balances are included when calculating billable assets.

Noesis has several features that distinguish it from many peers: it is affiliated with a wholly owned Netherlands advisory firm (Noesis B.V.) and serves non‑U.S. clients, maintains third‑party referral arrangements (including participation in the Schwab Advisor Network and written solicitors’ agreements), and pays a subscription fee for access to DPL Financial Partners’ insurance and annuity platform while not acting as licensed insurance agents. The firm discloses these relationships and potential conflicts of interest (including referral and platform incentives) and says it seeks to mitigate them through fiduciary standards, independent product analysis, and written policies.

Client services

Financial planning Portfolio management Pension consulting Assets under advisement/ consulting

Expertise

Private / alternative investments Business exit / sale strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner Retired

Demographic focus

Young Professionals

Fee options

Fixed

Fixed-fee arrangements may be agreed upon in limited circumstances based on service complexity.

Percentage

$0 - $1,000,000: 1.50% $1,000,000+: 0.75%

Other

Account minimum: $1,000,000 recommended; $500,000 minimum accepted in some cases

Main office location

Noesis Capital Management Corp

Fountain Square, 2700 North Military Trail, Suite 210

Boca Raton FL 33431, United States

Number of offices

1

Most active in

Alabama · California · Colorado · Florida · Georgia · Illinois · Kansas · Louisiana · Maine · Maryland · Massachusetts · Minnesota · Mississippi · Missouri · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Pennsylvania · Texas

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

Cheryl D

CFP®, Series 63, Series 65

Boca Raton, FL

Noesis Capital Management Corp

Cheryl Deknatel is a CFP® professional with 19 years of experience in the financial industry. She has been with Noesis Capital Management Corp since 2012. Outside of her advisory role, she serves as a director of Denton & Haskins, a family music publishing company, a position she has held since 1999. Noesis Capital Management provides wealth management and financial planning services to individuals, families, trusts, foundations, and business entities, including both high-net-worth and non-HNW clients, as well as foreign clients. The firm employs a research-driven, fundamental equity approach and offers customized portfolio management with moderate sector diversification.

Private / alternative investments Business exit / sale strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Retired Young Professionals
user avatar

Borja D

Series 65

Boca Raton, FL

Noesis Capital Management Corp

Borja De La Fuente is a financial advisor at Noesis Capital Management Corp in Boca Raton, FL. He holds a Series 65 credential and has one year of industry experience. Prior to joining Noesis Capital Management, he was a full-time student for several years. Noesis Capital Management provides wealth management, investment advisory, and financial planning services to individuals, families, trusts, foundations, and business entities, serving both high-net-worth and non-HNW households, including foreign clients. The firm employs a research-driven, fundamental equity approach focusing on companies with durable competitive advantages and offers customized portfolio management with moderate diversification.

Private / alternative investments Business exit / sale strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Retired Young Professionals
user avatar

Shihfang C

Series 65

Boca Raton, FL

Noesis Capital Management Corp

Shihfang Chuang is a financial advisor at Noesis Capital Management Corp with 9 years of industry experience. She holds a Series 65 designation and has been with Noesis Capital Management since 2004. Noesis Capital Management provides wealth management, investment-advisory, and financial-planning services to individuals, families, trusts, foundations, and business entities, including both high-net-worth and non-HNW households as well as foreign clients. The firm employs a research-driven, fundamental equity approach focused on companies with durable competitive advantages and strong financials, offering customized portfolio management with moderate sector diversification.

Private / alternative investments Business exit / sale strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Retired Young Professionals
user avatar

Christian P

CFA®

Boca Raton, FL

Noesis Capital Management Corp

Christian Paterok is a CFA® charterholder with 22 years of experience at Noesis Capital Management Corp, where he has worked since 2004. He is based in Boca Raton, FL, and part of a seven-advisor team. Noesis Capital Management provides wealth management, investment-advisory, and financial-planning services to individuals, families, trusts, foundations, and business entities, including both high-net-worth and non-HNW households as well as foreign clients. The firm employs a research-driven, fundamental equity approach focused on companies with durable competitive advantages, strong financials, and attractive valuations, offering customized portfolio management and limited access to alternative investments for suitable clients.

Private / alternative investments Business exit / sale strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Retired Young Professionals
user avatar

Nicolaas L

CFP®, Series 63

Boca Raton, FL

Noesis Capital Management Corp

Nicolaas Letschert is a CFP® with 26 years of industry experience, serving at Noesis Capital Management Corp since 1995. He is involved with a family office company, Noesis International Holdings, Inc., and serves as a board member of Lymion Group Inc., a business intelligence firm focused on the adult beverage industry. Noesis Capital Management provides wealth management and financial-planning services to individuals, families, trusts, foundations, and business entities, including both high-net-worth and non-HNW clients. The firm employs a research-driven, fundamental equity approach and serves both U.S. and non-U.S. clients through its affiliated Netherlands advisory firm.

Private / alternative investments Business exit / sale strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Retired Young Professionals
user avatar

Laleeta H

CFA®

Boca Raton, FL

Noesis Capital Management Corp

Laleeta Hill is a CFA® charterholder and financial advisor at Noesis Capital Management Corp with five years at the firm and prior experience at WE Family Offices, Q-EMerging Markets Corp., and Quantum India Equity Fund Management LLC. She is based in Boca Raton, FL. Noesis Capital Management provides wealth management, investment-advisory, and financial-planning services to individuals, families, trusts, foundations, and business entities, including both high-net-worth and non-HNW households as well as foreign clients. The firm employs a research-driven, fundamental equity approach focusing on companies with durable competitive advantages, strong financials, and attractive valuations.

Private / alternative investments Business exit / sale strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Retired Young Professionals
user avatar

Abraham A

CFP®, Series 66

Boca Raton, FL

Noesis Capital Management Corp

Abraham Amador Lindner is a CFP® with 23 years of industry experience, currently serving as an advisor at Noesis Capital Management Corp. He has previously worked at Fidelity Brokerage Services LLC, Fisher Investments, and Charles Schwab. Outside of finance, he is the president of Kreativ Concept Group Inc., a marketing and graphic design business. Noesis Capital Management provides wealth management, investment advisory, and financial planning services to a broad client base including individuals, families, trusts, foundations, and business entities. The firm employs a research-driven, fundamental equity approach and serves both U.S. and non-U.S. clients, offering customized portfolio management with access to alternative investments for suitable accredited clients.

Private / alternative investments Business exit / sale strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Retired Young Professionals
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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")