Kleinsmith Resource Management, LLC

Overview

Kleinsmith Resource Management, LLC is a small, independent registered investment adviser serving individual and family clients with a focus on financial planning and discretionary portfolio management for individuals and small businesses. The firm favors equity exposure, using exchange-traded equities and ETFs as the primary building blocks of client portfolios. Its fee model is flexible—percentage of AUM, hourly charges and fixed fees—allowing it to provide both ongoing portfolio management and project-based advice. With total assets under management at the boutique scale, the firm supplements core equity allocations with selected alternatives and insurance products for clients who need income or diversification beyond public markets. Kleinsmith Resource Management does not operate as a multi-state adviser, pension consultant, or capital allocator; instead it appears to rely on third-party managers and external funds where specialist expertise is required.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices