Kaunisto Capital L.L.C.

RIAState Registered
Total AUM
$2M
Discretionary
$2M
100% of AUM
Avg account
$75.4K
Accounts
26
Employees
1
Advisory reps
1

Firm details

Headquarters
Brimley, Michigan
CRD number
333689
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Individuals76.04%
  • HNWI13.95%
  • Corporations / Businesses10%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Kaunisto Capital L.L.C. is a Michigan-registered independent registered investment adviser organized as an LLC and owned by an individual principal. The firm provides fee-based portfolio management services to individuals, families and small-business clients and also works with some institutional accounts. Its primary billing model is a percentage-of-assets-under-management arrangement. The adviser focuses on discretionary portfolio management for smaller private clients and does not present itself as a capital allocator or pension consultant. It does not describe ESG investing as part of its process and is not structured as a multi-state advisory platform.

Assets & Accounts

Public Holdings

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

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 68%, Cash & Cash Equivalents 27%, US Government Bonds 5%68%
  • Exchange Traded Equities68%
  • Cash & Cash Equivalents27%
  • US Government Bonds5%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Brimley, MI

Chippewa

Location

Brimley, MI

Headquartered in Brimley, MI, in the Midwest of the United States.

Region
Midwest
County
Chippewa
Address
3060 W M 28
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth