Fee-only adviser · Sarasota, FL
Vioni Capital Management, LLC
Vioni Capital Management, LLC is a fee-only investment adviser registered with the securities regulator of Florida, with its main office in Sarasota, Florida. On its latest Form ADV, filed March 26, 2026, it reports $85M in regulatory assets under management, 17 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Florida |
|---|---|
| Firm CRD number | 149927 · SEC file 801-70215 |
| Office | 630 South Orange Avenue Suite 301C Sarasota, FL 34236 |
| Phone | (941) 362-0870 |
| Website | Not listed |
| Regulatory assets under management | $85M |
| Individual clients | 0 non-high-net-worth, 17 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 26, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Sarasota
- Investment Advisory Group LLC $1.2B
- Sara-Bay Financial Corp. $397M
- Reality Financial Planning Services, LLC $126M
- Global Financial Private Client $828M
- Compound Family Offices, LLC $541M
- Forza Wealth Management $422M
See all 33 fee-only advisers in Sarasota →
Nearby
- Longboat Key 2 firms
- Bradenton 6 firms
- Lakewood Ranch 6 firms
- Venice 7 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Vioni Capital Management, LLC? Update this listing.