LHA Capital Partners

RIASEC Registered
Total AUM
$56.8M
Discretionary
$56.8M
100% of AUM
Avg account
$598K
Accounts
95
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
290980
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI93.44%
  • Individuals6.56%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

LHA Capital Partners is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm charges fees as a percentage of assets under management and focuses on financial planning and discretionary portfolio management for individuals and small businesses. Investment activity centers on pooled public funds as the primary vehicle for core equity and fixed income exposure, while selectively allocating to third-party alternative managers for diversification and return enhancement. LHA Capital Partners is not positioned as a capital allocator and does not identify as an active ESG investor.

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

Asset composition

Asset composition: Public Funds/Mutual Funds 79%, Non-Exchange Traded Equities 10%, US Government Bonds 7%, Exchange Traded Equities 3%, Cash & Cash Equivalents 1%79%
  • Public Funds/Mutual Funds79%
  • Non-Exchange Traded Equities10%
  • US Government Bonds7%
  • Exchange Traded Equities3%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Leonard Anderson

    Chief Compliance OfficerCRD 5781616

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth