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Mikus Capital Management, Inc. (Palm Beach)


Mikus Capital Management, Inc. is an adviser based in Palm Beach. It manages $64.81 million of regulatory assets for 85 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Florida, New Hampshire, and New York.

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Mikus 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.

Mikus Capital Management: assets under management

The assets under management (AUM) of Mikus Capital Management, Inc. is $64.81 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 92% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $64.81 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $762.49 thousand each.
Mikus Capital Management has custody of $64.81 million in cash and securities for 98 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mikus Capital Management, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Palm Beach

The principal office where Mikus Capital Management, Inc. performs its advisory services is located at 333 Sunset Avenue, Suite 209, Palm Beach, FL 33480 The mailing address of the firm is P.O. Box 3428, Palm Beach, FL 33480. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (561) 514-0975 or by fax (561) 658-2348. The normal business hours are by appointment on Other. You can find more information about the New York firm at www.mikuscapitalmanagement.com.


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