KOHLER CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LEHI, Utah
CRD number
315543

Firm profile

FINTRX

Overview

Kohler Capital Management, LLC operates as a limited liability company and is classified as an unclassified firm. The organization engages in various financial activities, primarily functioning as a salesperson for other financial products. It does not have a specific focus on environmental, social, and governance (ESG) investing and does not serve as a multi-state adviser. The firm is owned by an individual and does not manage pension consulting services.

Assets & Accounts

Public Holdings

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

Owners & executives

1 of 1
  • JEFF KOHLER

    Chief Investment OfficerCRD 4052211

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LEHI, UT

UTAH

Location

LEHI, UT

Headquartered in LEHI, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
UTAH
Address
584 N Sage Vista Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth