Kleinfelder Capital, Inc.
● SEC registered since 2017CRD 289345SEC# 801-111047Cincinnati, OH
Reg. AUM
$376.6M
Employees
5
Accounts
1,076
Location
Cincinnati, OH
Kleinfelder Capital, Inc. assets under management
Kleinfelder Capital, Inc. is an investment advisory firm registered with the SEC based in Cincinnati, OH. The firm has been registered since 2017. It reports $376.6 million in regulatory assets under management and employs 5 people.
Kleinfelder Capital, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Joseph Kleinfelder Control | President, Chief Executive Officer And Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does Kleinfelder Capital, Inc. manage?
Kleinfelder Capital, Inc. reports $376.6 million in regulatory assets under management on its Form ADV.
How many employees does Kleinfelder Capital, Inc. have?
Kleinfelder Capital, Inc. reports 5 employees.
Where is Kleinfelder Capital, Inc. located?
Kleinfelder Capital, Inc. is based in Cincinnati, OH and has been SEC-registered since 2017.
Does Kleinfelder Capital, Inc. disclose fund performance?
Kleinfelder Capital, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8050 Hosbrook Road, Suite 200, Cincinnati, OH 45236 |
| Phone | (513) 808-9700 |
| Fax | (513) 964-9446 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$376.6M▲ 23%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$376.6Mregulatory AUM
Discretionary $375.8MNon-discretionary $724K