Kisher Capital, LLC
Firm details
- Headquarters
- Dekalb, Illinois
- CRD number
- 334680
- Website
- kishercapital.com
- 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
FINTRXOverview
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
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 Funds97%
- Cash & Cash Equivalents2%
- Exchange Traded Equities1%
Contacts
3 of 3
James Hanley
Investment Adviser RepresentativeCRD 2923685

Eric Schlosser
Managing PartnerCRD 7299597
Josiah DeFord
Co-OwnerCRD 7644407
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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