KISHER CAPITAL, LLC
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
FINTRXOverview
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
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 3Eric 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
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
Similar firms
INTEGRITY WEALTH MANAGEMENT, LLC
RIALISLE, IL
KEYBRIDGE CAPITAL
RIAQUINCY, IL
REDMONT WEALTH
RIACHICAGO, IL
BISHOP FINANCIAL SERVICES LLC
RIANAPERVILLE, IL
HERRICK LAKE INVESTMENTS LLC
RIANAPERVILLE, IL
INVESTMENT RESOURCES CENTER
RIAPALATINE, IL