Kirtland Hills Capital Management, LLC
Firm details
- Headquarters
- Bratenahl, Ohio
- CRD number
- 174335
- Registered since
- March 13, 2024
- Website
- www.kirtlandhillscapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI91.88%
- Individuals4.19%
- Corporations / Businesses2.75%
- Charitable Organizations1.18%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Kirtland Hills Capital Management, LLC is an independent RIA organized as an LLC and SEC-registered in 2024. The firm operates as a capital allocator and serves both individual/family and institutional clients, charging advisory fees as a percentage of assets under management. Its advisory work centers on portfolio management for individuals and small businesses and on selecting external managers or sub-advisers, which suggests a mix of directly managed accounts and delegated allocations. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities77%
- US Government Bonds22%
- State & Local Bonds1%
Owners & executives
2 of 2Zachary Paul
Chief Data OfficerCRD 7284171
James Luthardt
Founder & Chief Investment OfficerCRD 5743782
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$135M in ETFs
98%
$132M
<1%
$2.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $26.1M | 122,712 | 19.35% |
Location
Bratenahl, OH
Cuyahoga
Location
Bratenahl, OH
Headquartered in Bratenahl, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 1 Bratenahl Pl
- Time zone
- ET (UTC-5)
- Office locations
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