LHA Capital Partners
Firm details
- Headquarters
- ,
- CRD number
- 290980
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.44%
- Individuals6.56%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
LHA Capital Partners is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm charges fees as a percentage of assets under management and focuses on financial planning and discretionary portfolio management for individuals and small businesses. Investment activity centers on pooled public funds as the primary vehicle for core equity and fixed income exposure, while selectively allocating to third-party alternative managers for diversification and return enhancement. LHA Capital Partners is not positioned as a capital allocator and does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds79%
- Non-Exchange Traded Equities10%
- US Government Bonds7%
- Exchange Traded Equities3%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Leonard Anderson
Chief Compliance OfficerCRD 5781616
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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