Lahontan Capital LLC

RIAState Registered

Total AUM

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Avg account

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Advisory reps

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.