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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-17-2001
- Office Locations
- 1
Office Locations
About Fien Capital Management, LLC
Fien Capital Management, LLC is a Rochester-based RIA. The firm has been operating for 24 years. Managing $137.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Between March 17, 2025 and February 27, 2026, reported AUM increased 10.2%, from $124.9M to $137.7M.
Across 5 reported observations, AUM increased 20.8% between March 2, 2022 and February 27, 2026, from $114.0M to $137.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 108 clients, or 54 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 24 years in operation. The source data was last updated on February 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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Owner & Executives
MARK ANTHONY FIEN
Chief Compliance Officer, President
- CRD
- #4440219
- Ownership
- 75% or more
DAMIAN WEIDMANN
Investment Advisor, VICE PRESIDENT
- CRD
- #5644286
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $137,710,371 | $1,263,398 |
| Non-Discretionary | $0 | -- |
| Total | $137,710,371 | $1,263,398 |
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Separately Managed Accounts
SMA allocation detail is available
Fien Capital Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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