Influx Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,982,078
Clients
11
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
11
LowAverage account size
$180,189
About
The firm provides discretionary portfolio management services and ongoing account supervision for individuals, trusts, Individual Retirement Accounts, and corporations and business entities. Portfolios are constructed from individual stocks, bonds, exchange-traded funds and other public investments and are tailored to clients’ stated goals and reasonable investment restrictions.
Influx Capital Management describes a value-oriented investment process that combines quantitative screening with fundamental and technical analysis, targets potential catalysts over multi-year horizons (typically three to five years), and typically maintains relatively low portfolio turnover for tax efficiency. All client assets are managed on a non-discretionary basis, with trades implemented only after client authorization and formal reviews at least quarterly.
Noteworthy distinctions disclosed in the brochure include the firm’s affiliation with insurance activities: its representatives are licensed to sell life, disability and health insurance, and the firm notes an affiliation with an insurance company and an insurance services DBA, which can result in commission-based insurance recommendations. The brochure also highlights prior experience in real estate and hospitality among firm personnel and notes operational details such as use of Interactive Brokers as the primary custodian and a written business continuity plan.
Client services
Portfolio management
Expertise
Passive / index investing
Active portfolio management
Fee options
Up to 2.00% annually
Account minimum: $1,000
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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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