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 with individual ownership. The firm operates as an advisory practice that provides financial planning, portfolio management for individuals and small businesses, and educational seminars/workshops. Its compensation model is flexible, combining percentage-of-AUM fees with hourly billing and fixed-fee engagements. FINTRX flags the adviser as an active ESG investor; other classifications are listed as unclassified and the firm is not identified as a capital allocator, pension consultant, or related adviser in the available data. The year it registered with the SEC is not provided.
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
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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