Overview
Assets Under Management: $307 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 219
Average Client Assets: $1 million
Frequently Asked Questions
KLEINFELDER CAPITAL, INC. 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 #289345), KLEINFELDER CAPITAL, INC. is subject to fiduciary duty under federal law.
KLEINFELDER CAPITAL, INC. is headquartered in CINCINNATI, OH.
KLEINFELDER CAPITAL, INC. serves 219 high-net-worth clients according to their SEC filing dated February 24, 2025. View client details ↓
According to their SEC Form ADV, KLEINFELDER CAPITAL, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
KLEINFELDER CAPITAL, INC. manages $307 million in client assets according to their SEC filing dated February 24, 2025.
According to their SEC Form ADV, KLEINFELDER CAPITAL, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 219
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.21
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,037
Discretionary Accounts: 1,034
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 289345
Last Filing Date: 2025-02-24 00:00:00
Website: https://kleinfeldercapital.com