Dentler Capital LLC logo

Dentler Capital LLC

Updated today

Client AUM

$26,345,000

Clients

135

Advisors

1

of 1 employees

About

Dentler Capital LLC serves individuals, high‑net‑worth clients, charitable organizations and state or municipal entities, providing discretionary portfolio management, asset allocation, financial planning and consulting. The firm also offers retirement plan consulting to employee benefit plans and conducts participant education through seminars and workshops.

The firm typically manages client accounts on a discretionary basis, implementing tailored model portfolios and a mix of analytical approaches described in its brochure, including technical, fundamental and modern portfolio theory. For retirement plans the adviser may assume ERISA fiduciary roles (3(21)/3(38)), with authority to select, monitor and replace investments and to implement investment policy statements while offering enrollment and educational services to participants.

Compared with many small independent advisers, Dentler Capital combines a recently registered, single‑principal structure with institutional pension consulting and participant education—services that are less common among peers—while managing roughly $26.5 million in discretionary assets. The firm’s principal holds technical‑analysis credentials and the brochure discloses a broad investable universe, including derivatives, real estate vehicles and limited partnership interests, supporting both individual and plan‑level mandates.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops Asset allocation and advisory consulting

Expertise

Active portfolio management Options & derivatives strategies Real estate investing

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0 - $250,000: 1.0% $250,001 - $500,000: 0.9% $500,001 - $1,000,000: 0.8% $1,000,001 - $2,500,000: 0.7% $2,500,001 - $5,000,000: 0.6% $5,000,001 - $10,000,000: 0.5% $10,000,001 - > $10,000,000: Negotiable

Project-based

$400 per hour for asset allocation, financial planning, financial consulting, educational seminars/workshops; fees negotiable and billed upon delivery or completion.

Main office

1104 Bridge Street

New Cumberland PA 17070

Advisors at this office

1

Most active in

California · Pennsylvania · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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