Lahontan Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lahontan Capital is a fee-only registered investment adviser that works with individual investors, including high net‑worth clients, to provide wealth management, discretionary portfolio management, and both project‑based and ongoing financial planning. The firm also offers educational seminars and speaking engagements for organizations and the public as a separate, educational service.
The firm’s investment process emphasizes asset allocation and modern portfolio theory, and it uses a mix of passive and active vehicles—along with the option to incorporate socially responsible (ESG) considerations—tailored to each client’s risk tolerance and goals. Lahontan provides discretionary trading authority for managed accounts, delivers comprehensive financial plans as part of wealth management engagements, and uses third‑party custodians for account custody and trade execution.
Distinctive features include that the firm is newly formed and, at the time of the ADV filing, reported no assets under management and operates with a small advisory team, which may affect how client service and implementation are organized. Lahontan notes it will not hold physical cryptocurrency or private keys but may obtain exposure to digital assets via publicly traded funds or equities, and it states a policy of executing client trades on an individual basis rather than aggregating block trades.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
$500 per hour for Project-Based Financial Planning.
Ongoing Financial Planning monthly fees ranging from $400 to $600 paid monthly in advance.
Minimum fee: Minimum annual advisory fee of $5,000 during the first year of service, prorated quarterly; minimum fee reduced as necessary to ensure effective annual fee does not exceed 2.00% of assets under management. Fee-only: Financial planning fees charged; Ongoing Financial Planning fees from $400 to $600 per month; Project-Based Financial Planning hourly rate $500.
Main office
See office418 Broadway, Ste R
Albany NY 12207
Advisors at this office
1
Offices (2)
Most active in
California · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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
Advisors at this firm
Michael K
CFA®
Fremont, CA
Lahontan Capital LLC
Michael Kinstlick is a CFA® charterholder and an advisor at Lahontan Capital LLC with one year of industry experience. Prior to joining Lahontan Capital, he worked at JUST Capital and SASB (/IFRS). He is also involved with Coppersea Distilling, a business he has been part of since 2011. Lahontan Capital is a fee-only registered investment adviser serving individual and high net-worth investors with wealth management, discretionary portfolio management, and financial planning services. The firm combines passive and active investment vehicles and incorporates ESG considerations according to client preferences.
Derek M
Series 65
Albany, NY
Lahontan Capital LLC
Derek Miller is an advisor at Lahontan Capital LLC in Albany, NY, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Mathmata LLC and Numerious Inc, as well as a one-year tenure at The University of Chicago Booth School of Business. Lahontan Capital is a fee-only registered investment adviser serving individual and high net-worth clients with wealth management, discretionary portfolio management, and financial planning. The firm employs a blend of passive and active investment vehicles guided by asset allocation and modern portfolio theory, with options for ESG considerations tailored to clients’ risk tolerance and goals.
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