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 under individual ownership. The firm positions itself as an advisory practice focused on serving individuals and small businesses, offering financial planning, discretionary portfolio management for smaller client relationships, and educational seminars or workshops. Its fee arrangements are flexible and include asset-based fees, hourly billing, and fixed-price engagements. The firm does not identify as an active ESG investor and is not listed as a capital allocator or pension consultant.

Assets & Accounts

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

    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