$43.1M Total AUM
$43.1M Disc. AUM
-- 3Y CAGR
1 Employees
231 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Wave
- Established Date
- 06-28-2022
- Office Locations
- 1
Office Locations
6 Blackstone Valley Place Suite 302a Lincoln RI
About Eisenhilfer Capital LLC
Eisenhilfer Capital is a fiduciary RIA serving individuals and families with comprehensive wealth management and financial planning, including pre- and post-retirement guidance and estate planning. Portfolios may use ETFs and bond allocations, with client assets custodied at Charles Schwab. Advisory fees are typically a fixed percentage of invested assets.
Team overview
-- AVG AGE
$43.1M AVG AUM / ADVISOR
$186.6K AVG AUM / CLIENT
3.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Vector frontier Focus Oak focus Glacier
Client Personas
Prime
Custodian
Ember
Investment Themes
Insight Vertex glacier
Investment Vehicles
Pathway
Services
Radial Ridge quantum Ember quantum Optima Legacy focus Timber Beacon Beacon
Technology
Optima
Owner & Executives
Jan C Hilfer
Chief Compliance Officer, Financial Advisor, General Partner, Owner, President
- CRD
- #6276311
- Ownership
- 75% or more
(643) 342-3786
alpha.eagle@focuscapital.com
in linkedin.com/in/eagle-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,098,387 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,098,387 | -- |
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Separately Managed Accounts
Total SMA Asset: $43,098,387
Other:
12.2% Equity - Exchange:
8.6% Corporate - Investment Grade:
19.7% Municipal Bonds:
18.0% U.S. Government/Agency:
21.7% Cash:
19.8% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $86,558,488 | 12.2% |
| Equity - Exchange | $61,016,639 | 8.6% |
| Corporate - Investment Grade | $139,770,674 | 19.7% |
| Municipal Bonds | $127,709,245 | 18.0% |
| U.S. Government/Agency | $153,960,590 | 21.7% |
| Cash | $140,480,169 | 19.8% |
| Total | $709,495,805 | 100.0% |