Kisher Capital, LLC
Firm details
- Headquarters
- Dekalb, Illinois
- CRD number
- 334680
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals87.49%
- HNWI12.51%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Kisher Capital, LLC is an independent, individually owned registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of fee structures — percentage of assets under management, hourly fees and fixed fees — and does not operate as a capital allocator. It does not bill itself as an active ESG investor and is not designated as a multi-state adviser in the reported snapshot. Advisory services center on wealth management and planning rather than institutional pension consulting or related-adviser activity.
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
- Private Funds35%
- Exchange Traded Equities26%
- US Government Bonds17%
- Investment Grade Corp Bonds10%
- Non-Investment Grade Corp Bonds9%
Contacts
3 of 3
Eric Schlosser
Managing PartnerCRD 7299597
Josiah DeFord
Co-OwnerCRD 7644407

James Hanley
Investment Adviser RepresentativeCRD 2923685
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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