LAHONTAN CAPITAL LLC
Firm details
- Headquarters
- ALBANY, New York
- CRD number
- 341420
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Lahontan Capital LLC is organized as a limited liability company under individual ownership. The firm positions itself as an advisory practice focused on serving individuals and small businesses, offering financial planning, discretionary portfolio management for smaller client relationships, and educational seminars or workshops. Its fee arrangements are flexible and include asset-based fees, hourly billing, and fixed-price engagements. The firm does not identify as an active ESG investor and is not listed as a capital allocator or pension consultant.
Assets & Accounts
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
Contacts
2 of 2MICHAEL KINSTLICK
Co-FounderCRD 8238863
DEREK MILLER
FounderCRD 8238843
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ALBANY, NY
ALBANY
Location
ALBANY, NY
Headquartered in ALBANY, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.
- Metro area
- Albany-Schenectady, NY
- Region
- Northeast
- County
- ALBANY
- Address
- 418 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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