CINCINNATI, OHCRD 289345Latest ADV February 5, 2026
Kleinfelder Capital, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Cincinnati, OH. Its latest Form ADV filing, dated February 5, 2026, reports $377M in regulatory assets under management, 5 employees, and 1,076 accounts.
Assets Under Management
$377M
Employees
5
Offices
--
Total Clients
498
Primary office
CINCINNATI, OH
8050 HOSBROOK ROAD, SUITE 200, CINCINNATI, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.0% of total clients.
Top client categories% of clientsClients
1
Individuals
54.0%
269
2
HNWI
42.6%
212
3
Pension Plans
3.4%
17
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$377Mas of February 5, 2026
Discretionary99.8%
$376M
100% of total RAUM99.8%
Non-discretionary0.2%
$724K
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$377M
Total Accounts1,076
10Y AUM Change+$377M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee100:1
10Y Employee Change+3 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.