Vioni Capital Management, LLC (Sarasota)


Vioni Capital Management, LLC is an adviser based in Sarasota. It manages $42.4 million of regulatory assets for 95 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Florida.

Vioni Capital Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Vioni Capital Management: assets under management

The assets under management (AUM) of Vioni Capital Management, LLC is $42.4 million. The firm's AUM has grown by 84% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $40.07 million in discretionary accounts and $2.34 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $430.83 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.17 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Vioni Capital Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Sarasota

The principal office where Vioni Capital Management, LLC performs its advisory services is located at 330 South Pineapple Avenue, Sarasota, FL 34236, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 941-362-0870 or by fax 941-362-0874. The normal business hours are by appointment on Monday - Friday.