Kisher Capital, LLC

RIAState Registered
Total AUM
$13.1M
Discretionary
$13.1M
100% of AUM
Avg account
$94.5K
Accounts
139
Employees
3
Advisory reps
3

Firm details

Headquarters
Dekalb, Illinois
CRD number
334680
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals78.57%
  • HNWI21.43%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Kisher Capital, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and provides both financial planning and portfolio management services, including work for small businesses. Its billing options include a percentage-of-assets fee as well as hourly and fixed-fee engagements. The firm is classified in the snapshot as not a multi-state adviser and is not designated as a capital allocator. It does not list ESG investing as an active practice, and it is not identified as a pension consultant or related adviser.

Assets & Accounts

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: Public Funds/Mutual Funds 97%, Cash & Cash Equivalents 2%, Exchange Traded Equities 1%97%
  • Public Funds/Mutual Funds97%
  • Cash & Cash Equivalents2%
  • Exchange Traded Equities1%

Contacts

3 of 3
  • James Hanley

    James Hanley

    Investment Adviser RepresentativeCRD 2923685

  • Eric Schlosser

    Eric Schlosser

    Managing PartnerCRD 7299597

  • Josiah DeFord

    Josiah DeFord

    Co-OwnerCRD 7644407

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Dekalb, IL

De Kalb

Location

Dekalb, IL

Headquartered in Dekalb, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
De Kalb
Address
303 E Hillcrest Dr
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth