Overview
Assets Under Management: $310 million
Headquarters: BRATENAHL, OH
High-Net-Worth Clients: 295
Average Client Assets: $974,084
Frequently Asked Questions
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #174335), KIRTLAND HILLS CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC is headquartered in BRATENAHL, OH.
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC serves 295 high-net-worth clients according to their SEC filing dated February 17, 2025. View client details ↓
According to their SEC Form ADV, KIRTLAND HILLS CAPITAL MANAGEMENT, LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC manages $310 million in client assets according to their SEC filing dated February 17, 2025.
According to their SEC Form ADV, KIRTLAND HILLS CAPITAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 295
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.62
Average High-Net-Worth Client Assets: $974,084
Total Client Accounts: 363
Discretionary Accounts: 363
Regulatory Filings
CRD Number: 174335
Last Filing Date: 2025-02-17 00:00:00
Website: https://www.kirtlandhillscapital.com