CRD: 310132
Iconoclastic Capital Management LLC
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-27-2021
- Office Locations
- 1
Office Locations
About Iconoclastic Capital Management LLC
Iconoclastic Capital Management (Rochester, NY) provides flat-fee financial planning with optional investment management, including advanced estate and tax planning for busy professionals and business owners. Portfolios emphasize diversified public funds and ETFs, with capability across alternatives/real estate and digital assets. Advice-led, no-product-push process starts with a free listen-first call; custody on Altruist.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHRISTOPHER JON HAIGH
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #6030776
- Ownership
- 75% or more
Jack Lee Hills
Chief Investment Officer
- CRD
- #6372605
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,178,878 | $134,741 |
| Non-Discretionary | $0 | -- |
| Total | $68,178,878 | $134,741 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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