KISHER CAPITAL, LLC

RIASEC Registered
Total AUM
$5.3M
Discretionary
$5.3M
100% of AUM
Avg account
$69.6K
Accounts
76
Employees
3
Advisory reps
3

Firm details

Headquarters
MALTA, 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

FINTRX

Overview

Kisher Capital, LLC operates as an independently owned registered investment adviser structured as an LLC and primarily serves individual and family clients, with some work for small businesses. Its advisory services center on financial planning and portfolio management for individuals and small enterprises. The firm charges for advice through a mix of percentage-of-AUM fees, hourly billing and fixed fees. The firm identifies a preference for fixed-income exposures while also allocating material capital to private funds. It does not position itself as a multi-state advisory network in the snapshot data and is not reported as a capital allocator.

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

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 35%, Exchange Traded Equities 26%, US Government Bonds 17%, Investment Grade Corp Bonds 10%, Non-Investment Grade Corp Bonds 9%, Cash & Cash Equivalents 2%, State & Local Bonds 1%35%
  • 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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MALTA, IL

DE KALB

Location

MALTA, IL

Headquartered in MALTA, 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
1028 Misty Landing Ct
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth