Dentler Capital LLC

RIASEC Registered

Total AUM

$26.5M

Discretionary

$26.5M

100% of AUM

Avg account

$124K

Accounts

214

Employees

Advisory reps

Firm details

Headquarters: New Cumberland, Pennsylvania
CRD number: 340875
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals74.01%
HNWI25.24%
Charitable Organizations0.75%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Dentler Capital LLC is an independent, individually owned registered investment adviser that serves both individual and family clients as well as institutional accounts. The firm offers financial planning and portfolio management for individuals, small businesses and larger institutional clients, and it provides pension consulting and educational workshops. Its fee model combines AUM-based advisory fees with the option for hourly charges. Public filings indicate Dentler Capital does not position itself as an ESG investor and is not registered as a multi-state adviser.