Noesis Capital Management Corp
- Regulatory AUM
- $877M
- Discretionary
- $816M
- Clients
- 374
- Avg AUM / client
- $2.3M
- Accounts
- 851
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 181 | $93.5M | 10.7% |
| High net worth individuals | 181 | $684M | 78.0% |
| Pension and profit sharing plans | 1 | $1.4M | 0.16% |
| Corporations and other businesses | 11 | $98.3M | 11.2% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nicolaas Bernardus Maria Letschert | Ceo/Chief Compliance Officer | CFP | Jul 1995 (31y) | Less than 5% |
| Cheryl Lesley Deknatel | Registered representative | CFP | Mar 2013 (13y) | |
| Christian Peter Paterok | Registered representative | CFA | Feb 2016 (10y) | |
| Shihfang Chuang | Registered representative | Apr 2016 (10y) | ||
| Abraham Amador Lindner | Registered representative | CFP | Aug 2022 (4y) | |
| Borja De La Fuente | Registered representative | Jan 2026 (1y) | ||
| Laleeta Hill | Registered representative | CFA | Feb 2026 (0y) | |
| Simon O Kasbari | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Nicolaas Bernardus Maria Letschert And Elisabeth Anna Johanna Letschert Tenants By The Entirety | Owner | Sep 2018 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $826M (94% of AUM) Mar 2026
- Interactive Brokers $33.3M (4% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗