Lahontan Capital LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Derek Miller
FounderCRD 8238843
Michael Kinstlick
Co-FounderCRD 8238863
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Greenbush Financial Group, LLC
RIAAlbany, NY
Amidon & Petersen Financials, LLC
RIAAlbany, NY
Allsquare Wealth Management, LLC
RIAAlbany, NY
PKS Advisory Services, LLC
RIAAlbany, NY
Broadway Advisor Group
RIAAlbany, NY
The Affinity Group, LLC
RIAAlbany, NY