Peyton, CO Office
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Kisher Capital, LLC
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About
Kisher Capital is a fee‑only registered investment adviser that provides discretionary investment management and financial planning primarily for individual and high‑net‑worth clients, and also delivers retirement plan education to plan sponsors and participants. The firm also serves self‑directed pension and profit‑sharing plans, charitable organizations, and business owners, and does not impose a firm‑level account minimum.
Kisher delivers investment management exclusively through a wrap‑fee program and generally holds client accounts at Schwab, with discretionary authority to implement its investment models. Portfolios are managed using proprietary models — including Faith‑Based Balanced Durable, Enhanced Equity, Balanced Advantage, and a Buffered Equity Core model — that combine factor‑based equity tilts, liquid alternatives, leveraged and buffered ETFs, and optional Biblically Responsible Investing screens.
Notable distinctions for a firm of this size include acting as a wrap‑fee program sponsor and restricting its management to wrap accounts, a structure the brochure highlights along with related conflicts and a separate wrap brochure. The firm is recently established (founded late 2024), operates with a small credentialed team (CFA, CFP, AIF among staff), and supplements advisory services with retirement‑plan education and participation in an external referral/advertising program, all of which the brochure discloses and discusses.
Based on Kisher Capital, LLC
Location
Peyton CO
Advisors at this office
1
Advisors at this office
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