DENTLER CAPITAL LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
NEW CUMBERLAND, Pennsylvania
CRD number
340875
Fee structure
Percentage of AUM, Hourly Charges
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Dentler Capital LLC is a small, individually owned investment advisory operating as a limited liability company. The firm positions itself as a multi-service adviser focused on financial planning and discretionary portfolio management across individuals, small businesses and institutional clients. Its service menu includes financial planning, portfolio management for individuals and businesses, pension consulting services and educational seminars and workshops. The adviser combines traditional portfolio management tools—mutual funds and corporate debt—with allocations to third‑party alternative managers. It is not listed as an active ESG investor, and it is classified as unclassified in the available records. Dentler Capital LLC charges fees on a percentage‑of‑assets basis and also uses hourly billing for some work. The firm is not identified as a capital allocator in the source data, despite the use of outside alternative managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • JACOB DENTLER

    CCOCRD 6335936

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

NEW CUMBERLAND, PA

CUMBERLAND

Location

NEW CUMBERLAND, PA

Headquartered in NEW CUMBERLAND, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.

Metro area
Harrisburg-York-Lebanon, PA
Region
Northeast
County
CUMBERLAND
Address
1104 Bridge St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth