Lahontan Capital LLC

RIAState 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 a privately owned limited liability company that provides financial planning and portfolio management services targeted at individuals and small businesses. The firm also runs educational seminars and workshops as part of its client service mix. It reports a fee model that includes a percentage-of-assets component alongside hourly and fixed-fee arrangements, which suggests flexibility for both ongoing advisory relationships and one-off engagements. The firm identifies as an active ESG investor, indicating that environmental, social, and governance considerations play a role in its investment decision-making. Ownership is held by an individual and the firm is registered to operate in California and New York.

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
  • Derek Miller

    Derek Miller

    FounderCRD 8238843

  • Michael Kinstlick

    Co-FounderCRD 8238863

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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