This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-24-2017
- Office Locations
- 1
Office Locations
About Kleinfelder Capital, Inc.
Kleinfelder Capital is an independent RIA based in Cincinnati providing investment management, financial planning, and business solutions for individuals and families, including business owners and retirees. The firm emphasizes holistic, personalized strategies focused on growing, preserving, and transferring wealth with risk-aware portfolio construction and conservation. Referral-driven boutique model serving clients nationwide; custody includes Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
MICHAEL JOSEPH KLEINFELDER
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #4287993
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
TIMOTHY J DAVIS
--
- CRD
- #5974178
Braden Seymour
--
- CRD
- #7738832
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $375,848,420 | $350,278 |
| Non-Discretionary | $724,165 | $241,388 |
| Total | $376,572,585 | $349,975 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $376,572,585
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,505,303,452 | 23.0% |
| Equity - Exchange | $700,293,345 | 10.7% |
| Cash | $1,269,690,738 | 19.4% |
| Municipal Bonds | $942,450,857 | 14.4% |
| Corporate - Investment Grade | $1,282,780,333 | 19.6% |
| U.S. Government/Agency | $844,278,894 | 12.9% |
| Total | $6,544,797,619 | 100.0% |