EISENHILFER CAPITAL LLC

RIASEC Registered
Total AUM
$43.1M
Discretionary
$43.1M
100% of AUM
Avg account
$118K
Accounts
366
Employees
1
Advisory reps
1

Firm details

Headquarters
LINCOLN, Rhode Island
CRD number
321763
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI75%
  • Individuals25%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 65%, Exchange Traded Equities 13%, Investment Grade Corp Bonds 10%, US Government Bonds 5%, State & Local Bonds 5%, Cash & Cash Equivalents 2%65%
  • Other65%
  • Exchange Traded Equities13%
  • Investment Grade Corp Bonds10%
  • US Government Bonds5%
  • State & Local Bonds5%

Contacts

1 of 1
  • Jan Hilfer

    PresidentCRD 6276311

Wealth teams

FINTRX

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth