HF
Honeoye Falls Capital Llc
SEC-registered
Wealth Manager · Boutique (under $100M)
CRD 333306
· SEC file 801-131990
· Honeoye Falls, NY
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ADV data as of May 18, 2026
- Regulatory AUM
- $67.0M
- Discretionary
- $67.0M
- Clients
- 17
- Avg AUM / client
- $3.9M
- Accounts
- 25
- Employees
- 2
AUM over time
$30.0M
$67.0M
Jun 11, 2025
May 18, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of May 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5 | $62.0M | 92.5% |
| High net worth individuals | 9 | $4.0M | 5.97% |
| Corporations and other businesses | 3 | $1.0M | 1.49% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/18/2026 | 904 KB | 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
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 18, 2026.
View current Form ADV (SEC/IAPD) ↗