AdvizorPro

Icapital, LLC

Icapital, LLC. CRD 122816

Icapital, LLC logo

CRD: 122816

Icapital, LLC

Boston, MA, 02118
6175428700
www.icapitalforme.com
$1.5B Total AUM
$1.5B Disc. AUM
14.9% 3Y CAGR
9 Employees
440 ADV. Clients
23 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Alerus · Charles Schwab & Company · Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
10-18-2002
Office Locations
2

Office Locations

62 Plympton Street Boston MA
ONE Harbour Place Suite 115 Portsmouth NH

About Icapital, LLC

iCapital, LLC is an SEC-registered RIA providing fee-based asset management and consulting for qualified retirement plans, foundations, endowments and individual investors. The firm emphasizes objective asset allocation, portfolio construction and risk management, using public funds and ETFs alongside fixed income. Custody relationships include Schwab and Fidelity/NFS.

Team overview

39 AVG AGE
$242.1M AVG AUM / ADVISOR
$3.3M AVG AUM / CLIENT
13.1 yrs AVG TENURE
9 Employees
6 Advisory Reps
6 RIA Reps
23yrs Firm Age

Insights

Unlock to compare peer behavior around signal vertex.
See the complete signal summary connected to matrix.
Unlock to see real insight on bridge pioneer.
Unlock to see real insight on delta legacy.
Unlock to compare peer behavior around pathway frontier.
Full visibility includes strategy notes for horizon vital alpha.
Open the full profile to inspect shifts in ember vital.
Request access to benchmark trends tied to crest.

Asset Classes

Momentum element Prime

Custodian

Summit oak

Investment Themes

Optima summit Vector signal

Investment Vehicles

Element zenith

Platform

Bridge frontier

Services

Bridge Bridge frontier North Capital insight Matrix timber Frontier Signal delta

Owner & Executives

K

KATIE ANN UMILE

Chief Compliance Officer, Chief Executive Officer, Manager

CRD
#2809164
Ownership
75% or more
(366) 490-1564
vital.insight@quantumcapital.com
in linkedin.com/in/vertex-atlas
R

RICHARD C UMILE

Chief Executive Officer

CRD
--
Ownership
10% but less than 25%
(515) 563-3699
vector.north@valuecapital.com
in linkedin.com/in/matrix-pathway
Q

Quantum oak

Delta element ridge

CRD
#35165
Ownership
9.1%
(656) 614-7831
focus.element@vectorcapital.com
in linkedin.com/in/wave-quantum

Showing 2 of 3 owners & executives

Unlock all

Contacts

M

MOLLY ANNE GOODWIN

Owner

CRD
#5042968
(551) 650-8660
alpha.glacier@bridgecapital.com
in linkedin.com/in/timber-pioneer
E

Erika Krohomer

--

CRD
#7724820
(318) 733-1043
beacon.focus@crestcapital.com
in linkedin.com/in/ember-frontier
S

Summit alpha

Wave capital

CRD
#19642
(263) 452-2468
summit.quantum@deltacapital.com
in linkedin.com/in/fusion-insight

Showing 2 of 9 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-23-2022
03-28-2023
03-28-2024
04-10-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $1,452,179,846 $2,771,336
Non-Discretionary $390,494 $97,624
Total $1,452,570,340 $2,751,080

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $1,452,570,340

$1.5B Total SMA
Public Funds:
21.0%
Equity - Exchange:
16.3%
Cash:
6.5%
Corporate - Investment Grade:
19.3%
Municipal Bonds:
22.8%
U.S. Government/Agency:
14.1%
Asset class Assets Assets %
Public Funds $667,239,528 21.0%
Equity - Exchange $517,904,967 16.3%
Cash $206,526,521 6.5%
Corporate - Investment Grade $613,224,900 19.3%
Municipal Bonds $724,431,488 22.8%
U.S. Government/Agency $448,003,682 14.1%
Total $3,177,331,086 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform