J. Dyhr Capital

RIASEC Registered
Total AUM
$21M
Discretionary
$0
0% of AUM
Avg account
$420K
Accounts
50
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
135728
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

J. Dyhr Capital is a single-owner, independent registered investment adviser operating as a sole proprietorship and advising individual and family clients. The firm charges fees based on a percentage of assets under management and provides financial planning and portfolio management services targeted at individuals and small businesses. Its filings indicate it is not positioned as a capital allocator, is not an active ESG investor, and does not report multisite regulatory registration. The business is small and advisor-centric: ownership is individual, and the adviser appears to focus on one-to-one client relationships rather than institutional mandate work. Services emphasize advisory planning and ongoing portfolio oversight rather than large-scale, delegated investment programs.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Investment Grade Corp Bonds 35%, Exchange Traded Equities 30%, Cash & Cash Equivalents 15%, US Government Bonds 10%, State & Local Bonds 5%, Non-Investment Grade Corp Bonds 5%35%
  • Investment Grade Corp Bonds35%
  • Exchange Traded Equities30%
  • Cash & Cash Equivalents15%
  • US Government Bonds10%
  • State & Local Bonds5%

Contacts

1 of 1
  • John Kirkgard

    John Kirkgard

    Founder & Registered Investment AdvisorCRD 2180512

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth