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Kirtland Hills Capital Management, LLC

Kirtland Hills Capital Management, LLC. CRD 174335

K

CRD: 174335

Kirtland Hills Capital Management, LLC

Bratenahl, OH, 44108
4404778913
www.kirtlandhillscapital.com
$382.0M Total AUM
$382.0M Disc. AUM
-- 3Y CAGR
2 Employees
263 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Horizon focusFusion harbor
Established Date
01-28-2015
Office Locations
2

Office Locations

1 Bratenahl Place Suite 1201 Bratenahl OH
-- Broadview Heights OH

About Kirtland Hills Capital Management, LLC

Kirtland Hills Capital Management is an SEC-registered Cleveland-area investment manager founded in 2015 by CEO/CIO James Paul Luthardt. It builds long-term public equity portfolios for a select group of family offices, executives, business owners, high-net-worth families, and professional athletes, combining macro, fundamental, and quantitative research to target capital preservation and low correlation. The firm also delivers quantitative due diligence/benchmarking and data & cloud consulting; custody at Schwab.

Team overview

-- AVG AGE
$191.0M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
8.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Peak delta Value matrix

Client Personas

Element matrix Vital Focus pioneer

Custodian

Atlas fusion Crest pathway Timber Peak pioneer

Investment Themes

Radial Capital Wave Bridge momentum

Investment Vehicles

Atlas

Services

Focus Radial oak Harbor Atlas quantum Atlas Quantum

Technology

Zenith insight Delta momentum

Owner & Executives

JAMES PAUL LUTHARDT

JAMES PAUL LUTHARDT

Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer

CRD
#5743782
Ownership
75% or more
(876) 220-2694
foundation.meridian@oakcapital.com
in linkedin.com/in/element-unison

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Contacts

Z

ZACHARY JOSEPH PAUL

Advisor

CRD
#7284171
(667) 523-8497
peak.timber@pathwaycapital.com
in linkedin.com/in/zenith-timber

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-26-2024
02-17-2025
03-24-2026
Category Assets AVG. Account size
Discretionary $382,000,000 $1,452,471
Non-Discretionary $0 --
Total $382,000,000 $1,452,471

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Separately Managed Accounts

Total SMA Asset: $382,000,000

$382.0M Total SMA
Equity - Exchange:
33.2%
U.S. Government/Agency:
38.1%
Municipal Bonds:
28.7%
Asset class Assets Assets %
Equity - Exchange $1,768,219,849 33.2%
U.S. Government/Agency $2,029,192,056 38.1%
Municipal Bonds $1,528,551,497 28.7%
Total $5,325,963,402 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
TIMBER GLACIER GLACIER MOMENTUM SIGNAL OTQUQUJ2S MSU 1.78% $8,338,199
UNISON DELTA EAGLE PEAK MOMENTUM G8MTS9X9E SBVJO 9.97% $103,352,232
EAGLE SUMMIT EMBER PIONEER WN49CJUOZ YQTVE 11.80% $75,862,554
CREST PRIME GLACIER CREST TIMBER MW8RZYQHV NPLEL 1.02% $104,664,179
GLACIER SUMMIT TIMBER VECTOR FRONTIER VPLZHNAZ9 SBR 10.29% $16,969,016
INSIGHT SUMMIT UNISON FUSION CREST MER40ISMK DMAAQ 4.85% $39,037,490
WAVE ZENITH DELTA QUANTUM 3KGT3T68Q WCQW 4.56% $57,016,688
BEACON VERTEX PIONEER BEACON MWMCOLQWO SDNMZ 9.74% $109,554,493

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