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Kirtland Hills Capital Management, LLC

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Client assets under management

$367,000,000

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Clients

256

65% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

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Clients per advisor

128

Very High

Average account size

$1,433,594

About

Kirtland Hills Capital Management provides discretionary investment advisory services primarily to individuals, high‑net‑worth individuals, families and small businesses, offering risk‑tolerance assessment, investment strategy planning, asset selection, asset allocation and ongoing portfolio monitoring. As of December 31, 2025 the firm reported about $382 million in discretionary assets under management across roughly 256 client accounts.

The firm describes a long‑term, owner‑oriented approach to building equity portfolios while employing both fundamental and technical analysis and relying on third‑party research, prospectuses and SEC filings to inform security selection. KHCM’s advisory team includes a quantitative research analyst and notes that most recommendations are intended to be held a year or more, although securities may be traded on a short‑term basis in certain circumstances.

KHCM discloses the use of compensated third‑party solicitors for client referrals and provides a Solicitor Disclosure Form to clients, a marketing and referral practice that is relatively uncommon among similar supported firms. The combination of a small advisor headcount with substantial AUM, in‑house quantitative resources, and the ability to serve as a sub‑advisor to other advisers makes its operational profile distinctive compared with many peers.

Client services

Portfolio management Selection of other advisers

Expertise

Active portfolio management Factor investing / smart beta

Occupation focus

Founder/Business Owner

Fee options

Percentage

1.2% annually (subject to negotiation in certain circumstances)

Main office location

Kirtland Hills Capital Management, LLC

1 Bratenahl Place, Suite 1201

Bratenahl OH 44108, United States

Number of offices

1

Most active in

More info

Florida · Ohio · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 440-477-8913

Advisors at this firm

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James L

Series 66

Bratenahl, OH

Kirtland Hills Capital Management, LLC

James Luthardt is a financial advisor at Kirtland Hills Capital Management, LLC, with 13 years of industry experience. He holds a Series 66 designation and previously worked at Headwaters Investment Counsel. Luthardt is also an Officer in the United States Navy, a position to which he was appointed by President Barack Obama in 2016. Kirtland Hills Capital Management provides discretionary investment advisory and portfolio management services primarily to individuals, high-net-worth clients, families, and small businesses. The firm employs a long-term, owner-oriented equity approach supported by fundamental and technical analysis, quantitative research, and the ability to implement complex trading strategies.

Active portfolio management Factor investing / smart beta Founder/Business Owner
user avatar

Zachary P

Series 65

Broadview Heights, OH

Kirtland Hills Capital Management, LLC

Zachary Paul is a financial advisor at Kirtland Hills Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Hyland Software since 2021 as a Software Platform Data Engineer. His prior roles include positions at Lovelytics and Paladin Attachments. Kirtland Hills Capital Management provides discretionary investment advisory and portfolio management services primarily to individuals, high-net-worth clients, families, and small businesses. The firm employs a long-term, owner-oriented equity investment approach that combines fundamental and technical analysis, supported by quantitative research, and manages approximately $310 million in client assets.

Active portfolio management Factor investing / smart beta Founder/Business Owner
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