EISENHILFER CAPITAL LLC
Firm details
- Headquarters
- LINCOLN, Rhode Island
- CRD number
- 321763
- Website
- eisenhilfer.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75%
- Individuals25%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Eisenhilfer Capital LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves mainly individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. Fee arrangements include asset‑based fees as well as hourly and fixed‑fee engagements. Filings indicate the firm does not operate as a dedicated capital allocator, is not classified as a multi‑state adviser, and does not present itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other65%
- Exchange Traded Equities13%
- Investment Grade Corp Bonds10%
- US Government Bonds5%
- State & Local Bonds5%
Contacts
1 of 1Jan Hilfer
PresidentCRD 6276311
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LINCOLN, RI
PROVIDENCE
Location
LINCOLN, RI
Headquartered in LINCOLN, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- PROVIDENCE
- Address
- 6 Blackstone Valley Pl
- Time zone
- ET (UTC-5)
- Office locations
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