$444.6M Total AUM
$419.1M Disc. AUM
26.3% 3Y CAGR
9 Employees
235 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · Merrill Lynch · RBC
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-19-2018
- Office Locations
- 2
Office Locations
1 Fishers RD Suite 220 Pittsford NY
7100 Guilford Dr. Suite 200 Frederick MD
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.
Team overview
35 AVG AGE
$74.1M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
1.9 yrs AVG TENURE
9 Employees
6 Advisory Reps
6 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
M
MICHAEL ERMINIO RIZZOLO
Partner, PRINCIPAL, Senior Wealth Advisor
- CRD
- #5537692
- Ownership
- 50% but less than 75%
Available
Available
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THOMAS HARRIS HAWKS III
Senior Partner
- CRD
- #4880235
- Ownership
- 25% but less than 50%
Available
Available
Available
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C
Catherine Diane Arnold
--
- CRD
- #5169384
Available
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J
Jacob Moshier
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- CRD
- #8228630
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Private Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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