Lahontan Capital LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Albany, New York
CRD number
341420
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Lahontan Capital LLC is organized as a limited liability company with individual ownership. The firm operates as an advisory practice that provides financial planning, portfolio management for individuals and small businesses, and educational seminars/workshops. Its compensation model is flexible, combining percentage-of-AUM fees with hourly billing and fixed-fee engagements. FINTRX flags the adviser as an active ESG investor; other classifications are listed as unclassified and the firm is not identified as a capital allocator, pension consultant, or related adviser in the available data. The year it registered with the SEC is not provided.

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

Contacts

2 of 2
  • Michael Kinstlick

    Co-FounderCRD 8238863

  • Derek Miller

    Derek Miller

    FounderCRD 8238843

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Albany, NY

Albany

Location

Albany, NY

Headquartered in Albany, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.

Metro area
Albany-Schenectady, NY
Region
Northeast
County
Albany
Address
418 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth