A complete list of active advisors currently associated with Kleinfelder Capital, Inc.

Warmer can help you find a great advisor at Kleinfelder Capital, Inc. or one who fits your needs even better.

The firm provides comprehensive wealth management and financial planning to individuals, high‑net‑worth clients, families, trusts, estates, businesses, and retirement plans. It manages approximately $377 million in client assets across a small advisory team and delivers discretionary portfolio management alongside standalone or integrated financial planning and retirement plan advisory services. The firm describes a holistic, customized investment process that relies primarily on fundamental analysis and a long‑term orientation while allowing tactical trading when client goals or market conditions warrant. Portfolios may include mutual funds, ETFs, individual equities and fixed‑income (including tax‑exempt municipal bonds), and the firm may, for certain clients, use leveraged ETFs and short‑term margin or implement institutional share‑class selections to address tax and cost considerations. Compared with many peers, the firm sponsors a wrap fee program that bundles transaction costs into an asset‑based advisory fee, a feature that is uncommon among similar small supported firms. It also discloses several other potential conflicts and distinctive practices — including introductions to non‑purpose loan programs that use client assets as collateral, an institutional platform relationship that provides software and other economic benefits, and advisory personnel who are licensed to sell insurance products and may receive commissions — each of which the firm notes clients should consider when evaluating its services.

To learn more about the advisors currently working at Kleinfelder Capital, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.