Broadview Heights, OH Office

Kirtland Hills Capital Management provides discretionary investment advisory services primarily to individuals, high‑net‑worth individuals, families and small businesses, offering risk‑tolerance assessment, investment strategy planning, asset selection, asset allocation and ongoing portfolio monitoring. As of December 31, 2025 the firm reported about $382 million in discretionary assets under management across roughly 256 client accounts.

The firm describes a long‑term, owner‑oriented approach to building equity portfolios while employing both fundamental and technical analysis and relying on third‑party research, prospectuses and SEC filings to inform security selection. KHCM’s advisory team includes a quantitative research analyst and notes that most recommendations are intended to be held a year or more, although securities may be traded on a short‑term basis in certain circumstances.

KHCM discloses the use of compensated third‑party solicitors for client referrals and provides a Solicitor Disclosure Form to clients, a marketing and referral practice that is relatively uncommon among similar supported firms. The combination of a small advisor headcount with substantial AUM, in‑house quantitative resources, and the ability to serve as a sub‑advisor to other advisers makes its operational profile distinctive compared with many peers.