Simon Kasbari
Noesis Capital Management · Boca Raton, Florida
Simon Kasbari is a fee-only financial advisor at Noesis Capital Management in Boca Raton, Florida. Simon focuses on cross-border (US / Canada), family wealth transfer and estate & legacy planning. Noesis Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Cross-border families
- Multi-generational families
- Mid-life transitions
Facts
| Firm | Noesis Capital Management |
|---|---|
| Based in | Boca Raton, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Languages | Spanish |
| Assets under management | $876.9M across 851 accounts |
| SEC registration | Investment adviser representative in FL · CRD 7150417 |
| Exams passed | Series 66 (2023) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.noesis-capital.com |
| Profile |
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Questions about Simon
Is Simon Kasbari a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Simon holds no broker registration, and Noesis Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Simon charge for financial advice?
Simon's firm, Noesis Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
What languages does Simon work in?
Besides English, Noesis Capital Management offers service in Spanish, according to its website.
Where is Simon Kasbari based?
Simon Kasbari is based in Boca Raton, Florida.
What does Simon specialize in?
Simon's specialties include cross-border (US / Canada), family wealth transfer and estate & legacy planning. Simon works with cross-border families, multi-generational families and mid-life transitions.
Is Simon Kasbari registered with the SEC?
Yes. Simon Kasbari is registered as an investment adviser representative in FL (CRD 7150417), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Noesis Capital Management manage?
Noesis Capital Management reports $876.9M across 851 accounts in assets under management.
How do I contact Simon Kasbari?
Through Simon's website, www.noesis-capital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Noesis Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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