Kisher Capital, LLC

RIASEC Registered
Total AUM
$13.1M
Discretionary
$13.1M
100% of AUM
Avg account
$94.5K
Accounts
139
Employees
3
Advisory reps
3

Firm details

Headquarters
Dekalb, Illinois
CRD number
334680
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals78.57%
  • HNWI21.43%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Kisher Capital, LLC is an independent, owner-operated registered investment adviser that works primarily with individual and family clients. The firm provides comprehensive financial planning and discretionary portfolio management for individuals and small businesses. Its pricing blends asset-based fees with hourly and flat-fee arrangements, allowing engagement structures that range from ongoing asset management to project-based planning. The firm is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor. Advisory activity is focused on direct planning relationships and managed portfolios rather than institutional or multi-family office services.

Assets & Accounts

Public Holdings

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: Public Funds/Mutual Funds 97%, Cash & Cash Equivalents 2%, Exchange Traded Equities 1%97%
  • Public Funds/Mutual Funds97%
  • Cash & Cash Equivalents2%
  • Exchange Traded Equities1%

Contacts

3 of 3
  • Eric Schlosser

    Eric Schlosser

    Managing PartnerCRD 7299597

  • Josiah DeFord

    Josiah DeFord

    Co-OwnerCRD 7644407

  • James Hanley

    James Hanley

    Investment Adviser RepresentativeCRD 2923685

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Dekalb, IL

De Kalb

Location

Dekalb, IL

Headquartered in Dekalb, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
De Kalb
Address
303 E Hillcrest Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth