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- Custodian
- Charles Schwab & Company · JP Morgan · RBC · UBS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-01-1998
- Office Locations
- 1
Office Locations
About Indiano Capital Management
Indiano Capital Management is a Rochester, NY-based registered investment adviser providing discretionary portfolio management for individuals, corporations, and nonprofit organizations. The firm builds tailored investment plans and runs multi-cap, multi-sector equity portfolios focused on undervalued stocks and sustainable dividend payers, alongside taxable bond strategies and primarily investment-grade municipal bond mandates. Serves retail and institutional clients.
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Asset Classes
Client Personas
Custodian
Investment Vehicles
Services
Owner & Executives
MATTHEW CARMEN INDIANO
President
- CRD
- --
- Ownership
- 75% or more
CARMEN ANTHONY INDIANO
Chief Compliance Officer, Vice President
- CRD
- --
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $253,822,996 | $2,563,869 |
| Non-Discretionary | $0 | -- |
| Total | $253,822,996 | $2,563,869 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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