Damian Weidmann

FIEN CAPITAL MANAGEMENT

Rochester, NY 14618

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CRD#: 5644286

Professional summary

Damian Weidmann, CFA is a registered financial advisor currently at FIEN CAPITAL MANAGEMENT, LLC located in Rochester, New York.

Damian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Damian has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Ag Cap, LLC Non-investment related 1070 Harvard Street, Rochester, NY 14610 Farm equipment lending. Owner 2009 5 hours a month 0 hours during trading hours Manage loans and management of business. GWB RE Holdings, LLC non-investment related 1070 Harvard Street, Rochester, NY 14610 Mortgages Co-Owner 2019 5 hours a month 0 hours during trading hours Servicing mortgages and managing business

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Damian Weidmann's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

July 15, 2021 - Present

FIEN CAPITAL MANAGEMENT, LLC

Office #1: 110 Allens Creek Road, Rochester, NY 14618

RIA

CRD#: 114951

Rochester, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FIEN CAPITAL MANAGEMENT, LLC

CRD#: 114951 / SEC#: 801-60490

RIA

Registered Investment Advisory firm - (8/17/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(7/15/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

FIEN CAPITAL MANAGEMENT, LLC

CRD#: 114951 / SEC#: 801-60490

RIA

Registered Investment Advisory firm - (8/17/2001 Approved)

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Contact information

Main Address

110 Allens Creek Road, Rochester, NY 14618

Mailing Address

Phone number

(585) 271-8910

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A 3-3-25 (3/17/2025)

Regulatory assets under management

Total Number of Accounts	108
AUM (Assets Under Management)	$ 124,936,879

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Damian Weidmann

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Damian Weidmann's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIEN CAPITAL MANAGEMENT, LLC

Primary Firm SEC Registration

FIEN CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

FIEN CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIEN CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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