Flower City Capital Llc
- Regulatory AUM
- $445M
- Discretionary
- $419M
- Clients
- 230
- Avg AUM / client
- $1.9M
- Accounts
- 957
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 113 | $49.8M | 11.2% |
| High net worth individuals | 114 | $355M | 79.9% |
| Pooled investment vehicles (non-investment companies) | 1 | $39.4M | 8.86% |
| Corporations and other businesses | 2 | $78.0K | 0.02% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $4.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Allens Creek Partners, Lp | Other Private Fund | Delaware | $4.6M | 20 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Erminio Rizzolo | Principal | CFP CFA | Aug 2015 (11y) | 50% – 75% |
| Thomas Harris Hawks | Senior Partner | CFP | Mar 2018 (8y) | 25% – 50% |
| Vincent Joseph Crane | Coo And Chief Compliance Officer | CFA | Feb 2021 (6y) | 5% – 10% |
| Jeremy Veres | Registered representative | CFP | Jan 2026 (1y) | |
| Catherine Diane Arnold | Registered representative | CFP | Mar 2026 (0y) | |
| Jacob Moshier | Registered representative | CFP | Mar 2026 (0y) |
Undisclosed: 0% – 20% 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.
Private funds (1, $4.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Allens Creek Partners, Lp | Other Private Fund | $4.6M | $50.0K | 20 |
From Form ADV Section 7.B private fund reporting.
Documents (2 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/20/2026 | 1.19 MB | View · PDF · Source ↗ |
| Form ADV (full filing) | 04/02/2026 | 1.19 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 pooled investment vehicles
Custody
Reported custodians
- Charles Schwab & Co. $386M (87% of AUM) Jul 2026
- Ascensus, Inc. $7.1M (11% of AUM) Jun 2018
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: Jul 20, 2026.
View current Form ADV (SEC/IAPD) ↗