KAUNISTO CAPITAL L.L.C.

RIASEC Registered
Total AUM
$1.7M
Discretionary
$1.7M
100% of AUM
Avg account
$68.6K
Accounts
25
Employees
1
Advisory reps
1

Firm details

Headquarters
Brimley, Michigan
CRD number
333689
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Individuals58.15%
  • Corporations / Businesses21.96%
  • HNWI19.89%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Kaunisto Capital L.L.C. is a small, owner-operated advisory firm that provides discretionary portfolio management primarily for individuals, families and small businesses, with some institutional clients. The adviser charges fees based on a percentage of assets under management and runs a concentrated, equity-first approach: exchange-traded equities are the dominant allocation. The firm supplements equity exposure with mutual funds and allocates selectively to alternatives — hedge funds, real estate and digital currency — to add diversification and return streams that are less correlated with public markets. Kaunisto Capital is not positioned as an ESG-focused manager and operates on a single-state basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 68%, Cash & Cash Equivalents 27%, US Government Bonds 5%68%
  • Exchange Traded Equities68%
  • Cash & Cash Equivalents27%
  • US Government Bonds5%

Contacts

1 of 1
  • Kory Kaunisto

    OwnerCRD 8007618

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Brimley, MI

CHIPPEWA

Location

Brimley, MI

Headquartered in Brimley, MI, in the Midwest of the United States.

Region
Midwest
County
CHIPPEWA
Address
3060 W M 28
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth