Albany, NY Office

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.