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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Eagle
- Established Date
- 11-27-2001
- Office Locations
- 1
Office Locations
About J. Dyhr Capital
J. Dyhr Capital is a Paso Robles, CA registered investment advisor serving Central Coast clients (Ventura to San Luis Obispo) with hands-on investment management and financial planning for retirement, education funding, and other goals. The firm emphasizes socially responsible, sustainable and faith/value-driven portfolios, using no-load, low-fee mutual funds, ETFs and corporate securities, and leverages Charles Schwab and Morningstar resources with clear, transparent communication.
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Owner & Executives
JOHN DYHR KIRKGARD
Investment Advisor, Owner
- CRD
- #2180512
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $21,000,000 | -- |
| Total | $21,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | $1,066,254,207 | 16.0% |
| Equity - Exchange | $1,639,365,843 | 24.6% |
| Cash | $799,690,655 | 12.0% |
| U.S. Government/Agency | $1,079,582,384 | 16.2% |
| Corporate - Non-Investment Grade | $813,018,833 | 12.2% |
| Municipal Bonds | $1,266,176,869 | 19.0% |
| Total | $6,664,088,791 | 100.0% |