Eisenhiler Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$43,098,387
Total clients
230
27% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
230
Average account size
$187,384
About
Eisenhilfer Capital LLC provides discretionary portfolio management and financial planning to individual investors (including high-net-worth individuals), charitable organizations, and businesses. The firm also offers educational seminars and workshops to groups or organizations upon request.
The firm tailors investment strategies to each client's objectives and risk tolerance, using methods such as fundamental analysis and modern portfolio theory and employing long- and short-term purchases, options, margin, and real-estate vehicles when appropriate. Clients typically grant the firm discretionary trading authority and maintain accounts at a qualified custodian the firm recommends for execution and institutional platform services.
Compared with many independent peers, Eisenhilfer has a relatively large number of client relationships—about 230 clients covering roughly $43 million in discretionary assets—resulting in an unusually high client count per advisor. It also offers public educational programs and routinely directs brokerage to Charles Schwab for custody and trade execution, practices that may influence how services and execution are delivered relative to other small advisory firms.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Options & derivatives strategies
Real estate investing
Fee options
$0 - $50,000: Hourly fee of $500 per hour (no percentage of AUM fee) $50,001 - $5,000,000: 1% annually $5,000,001 - $100,000,000: 0.75% annually
$500 per hour for financial planning services; also applies to clients with portfolios $50,000 or less
Minimum fee: $500 per hour for clients with portfolios of $50,000 or less Fee-only: Hourly fee of $500 for financial planning services, negotiable depending on scope
Main office location
Eisenhiler Capital LLC
6 Blackstone Valley Place, Suite 302 A
Lincoln RI 02865, United States
Number of offices
1
Most active in
Eisenhiler Capital LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Louisiana · Rhode Island
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
Quick links
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