Eisenhiler Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary portfolio management and financial planning to individuals (including high-net-worth clients), charitable organizations, and businesses, and advises across equities, fixed income, ETFs, real estate vehicles and other investments. Advice is tailored to each client’s objectives and includes retirement rollover guidance and ongoing monitoring consistent with standard independent advisory practices.
Investment decisions are implemented on a discretionary basis and the firm uses a mix of fundamental analysis and modern portfolio theory, employing both long- and short-term strategies and, when appropriate, options and margin transactions. Accounts are custodied through a single broker-dealer platform and the firm conducts periodic reviews of client accounts at least annually.
Distinctive features include managing roughly 230 client relationships while overseeing about $43 million in assets, which results in an unusually high client count per advisory team compared with peers. The firm also offers educational seminars and workshops to groups on request and combines that outreach with one-on-one advisory services, a combination that is uncommon among similar independent advisers.
Client services
Expertise
Fee options
$0 - $50,000: $500 per hour (not percentage-based fee) $50,001 - $5,000,000: 1% $5,000,001 - $100,000,000: 0.75%
$500 per hour for financial planning and educational seminars/workshops; also applies for portfolio management clients with accounts $50,000 or less.
Main office
6 Blackstone Valley Place, Suite 302 A
Lincoln RI 02865
Advisors at this office
1
Most active in
Florida · Louisiana · Rhode Island
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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