KLEINFELDER CAPITAL, INC.
Firm details
- Headquarters
- CINCINNATI, Ohio
- CRD number
- 289345
- Registered since
- August 24, 2017
- Website
- www.kleinfeldercapital.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI82.32%
- Individuals16.53%
- Pension & Profit Sharing Plans1.08%
- Corporations / Businesses0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Kleinfelder Capital, Inc. is an independent, SEC-registered registered investment adviser organized as a corporation and established in 2017. The firm is owned by an individual and serves both individual and family clients as well as institutional clients. It provides fee-based advisory services using a mix of percentage-of-AUM billing, hourly charges, and fixed fees. Core advisory offerings listed in filings include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Kleinfelder does not identify as a capital allocator or as an active ESG investor.
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 Funds75%
- Exchange Traded Equities14%
- Cash & Cash Equivalents6%
- State & Local Bonds3%
- US Government Bonds1%
Owners & executives
1 of 1MICHAEL KLEINFELDER
President and CEOCRD 4287993
Contacts
2 of 2Braden Seymour
Financial Advisor, AssociateCRD 7738832
TIMOTHY DAVIS
Wealth AdvisorCRD 5974178
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CINCINNATI, OH
HAMILTON
Location
CINCINNATI, OH
Headquartered in CINCINNATI, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- HAMILTON
- Address
- 8050 Hosbrook Rd
- Time zone
- ET (UTC-5)
- Office locations
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