$5.3M Total AUM
$5.3M Disc. AUM
-- 3Y CAGR
3 Employees
27 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Timber glacierPrime
- Established Date
- 06-17-2025
- Office Locations
- 2
Office Locations
-- Dekalb IL
-- Peyton CO
About Kisher Capital, LLC
Kisher Capital, LLC is a state-registered RIA (Illinois and Colorado) providing financial planning and investment advice for individuals and business owners. The firm supports tax and estate planning coordination and insurance/annuity planning alongside portfolio construction and asset allocation. Client portfolios are custodied at Charles Schwab & Co.
Team overview
-- AVG AGE
$1.8M AVG AUM / ADVISOR
$195.8K AVG AUM / CLIENT
0.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Beacon unison Peak
Client Personas
Glacier
Custodian
Momentum delta Vital north Glacier Zenith meridian Foundation foundation
Investment Themes
Ember Harbor North
Investment Vehicles
Pathway
Services
Meridian Zenith Peak value Matrix crest Timber Atlas Vector glacier Radial atlas
Technology
Momentum vital Pathway
Owner & Executives
Josiah Franklin DeFord
Chief Compliance Officer, Chief Investment Officer, Co-Owner
- CRD
- #7644407
- Ownership
- 50% but less than 75%
(426) 806-2739
meridian.vital@northcapital.com
in linkedin.com/in/focus-timber
E
Eric Wimer Schlosser
Chief Executive Officer, Co-Owner
- CRD
- #7299597
- Ownership
- 50% but less than 75%
(677) 852-6911
atlas.atlas@catalystcapital.com
in linkedin.com/in/optima-value
Showing 2 of 2 owners & executives
Unlock allContacts
J
James Benson Hanley
--
- CRD
- #2923685
(640) 891-4939
zenith.value@atlascapital.com
in linkedin.com/in/horizon-timber
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,287,932 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,287,932 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,287,932
Private Funds:
13.4% Equity - Exchange:
9.5% U.S. Government/Agency:
19.4% Corporate - Investment Grade:
18.6% Corporate - Non-Investment Grade:
14.5% Cash:
5.3% Municipal Bonds:
19.3% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $397,384,149 | 13.4% |
| Equity - Exchange | $281,727,569 | 9.5% |
| U.S. Government/Agency | $575,317,350 | 19.4% |
| Corporate - Investment Grade | $551,592,924 | 18.6% |
| Corporate - Non-Investment Grade | $430,005,236 | 14.5% |
| Cash | $157,174,328 | 5.3% |
| Municipal Bonds | $572,351,797 | 19.3% |
| Total | $2,965,553,353 | 100.0% |