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KLEINFELDER CAPITAL, INC.
CRD 289345 · SEC 801-111047
8050 HOSBROOK ROAD, SUITE 200, CINCINNATI, OH, 45236, United States
Phone
(513) 808-9700
Fax
(513) 964-9446
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$376.6M
Discretionary AUM
$375.8M
Team
5 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 269 | $62.2M |
| High net worth individuals | 212 | $310.0M |
| Pension/profit sharing plans | 17 | $4.1M |
States served
CA, IN, KY, LA, MI, OH, PA, TN, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD