Kisher Capital, LLC
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
FINTRXOverview
Kisher Capital, LLC is an independent, owner-operated registered investment adviser that works primarily with individual and family clients. The firm provides comprehensive financial planning and discretionary portfolio management for individuals and small businesses. Its pricing blends asset-based fees with hourly and flat-fee arrangements, allowing engagement structures that range from ongoing asset management to project-based planning. The firm is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor. Advisory activity is focused on direct planning relationships and managed portfolios rather than institutional or multi-family office services.
Assets & Accounts
Public Holdings
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
Eric Schlosser
Managing PartnerCRD 7299597
Josiah DeFord
Co-OwnerCRD 7644407

James Hanley
Investment Adviser RepresentativeCRD 2923685
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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