This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Interactive Brokers · Merrill Lynch · RBC
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-19-2018
- Office Locations
- 2
Office Locations
About Flower City Capital LLC
Flower City Capital is a fee-only, fiduciary wealth management and financial planning firm in the Rochester, NY area. The team provides comprehensive planning (retirement, tax, estate, risk) alongside evidence-based portfolio management focused on helping clients stay on plan, including entrepreneurs and families with complex needs. Publishes regular market newsletters and insights.
Reported data analysis
What the numbers show
Between December 1, 2025 and July 20, 2026, reported AUM increased 33.3%, from $333.6M to $444.6M.
Across 5 reported observations, AUM increased 126.2% between September 16, 2022 and July 20, 2026, from $196.5M to $444.6M.
Of the latest reported AUM, 94.3% is discretionary and 5.7% is non-discretionary.
The firm reports 6 advisory representatives and 235 clients, or 39.2 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 2 reported office locations and 8 years in operation. The source data was last updated on July 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Flower City Capital LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Flower City Capital LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL ERMINIO RIZZOLO
Partner, PRINCIPAL, Senior Wealth Advisor
- CRD
- #5537692
- Ownership
- 50% but less than 75%
THOMAS HARRIS HAWKS III
Senior Partner
- CRD
- #4880235
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
Catherine Diane Arnold
Wealth Advisor
- CRD
- #5169384
Jacob Moshier
Wealth Advisor
- CRD
- #8228630
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $419,140,038 | $447,321 |
| Non-Discretionary | $25,450,102 | $1,272,505 |
| Total | $444,590,140 | $464,566 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Flower City Capital LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Flower City Capital LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.