Kisher Capital, LLC logo

Kisher Capital, LLC

Updated today

Client assets under management

$5,287,932

Clients

27

0% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

9

Very Low

Average account size

$195,849

About

Kisher Capital provides discretionary investment management and a range of financial planning services to individuals (including high-net-worth clients), self-directed pension and profit-sharing plans, charitable organizations, and small businesses. The firm is small in scale—three advisors managing about $5.29 million for roughly 27 clients—and offers project-based, comprehensive, and ongoing planning engagements alongside portfolio management.

The firm manages portfolios using proprietary investment models (notably faith‑based balanced, enhanced equity, and buffered equity models) that blend passive and active exposures, factor-based equity tilts, liquid alternatives, and, when appropriate, leveraged or inverse ETFs and buffered ETFs. Kisher also employs an AI-driven analytic tool referenced in its brochure and operates exclusively through a wrap-fee program while directing clients to a single recommended custodian for account custody.

What is distinctive about the firm is its role as a wrap fee program sponsor—a relatively uncommon arrangement among peers—combined with explicit biblically responsible investing screens and outcome‑oriented buffered strategies. The advisory team holds industry credentials (CFA, CFP®, AIF®) and emphasizes a fee‑only, fiduciary code of ethics; clients, however, retain responsibility for proxy voting.

Client services

Financial planning Portfolio management

Expertise

Factor investing / smart beta Private / alternative investments Cash flow / budgeting

Occupation focus

Founder/Business Owner

Demographic focus

Religious/faith focused

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Comprehensive Financial Planning standard fee $1,500; Ongoing Financial Planning monthly flat fee $15 to $100, negotiable

Percentage

$0 - $100,000: 1.75% $100,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.35% $1,000,001 - $3,000,000: 1.25% $3,000,001+: 1.00%

Project-based

Project-Based Financial Planning standard rate $250/hour, negotiable

Subscriptions

Ongoing Financial Planning monthly flat fee ranging from $15 to $100, negotiable

Other

Fee-only: Comprehensive financial planning: standard fee $1,500; Project-Based Financial Planning: $250/hour, negotiable; Ongoing Financial Planning: monthly flat fee $15 to $100, negotiable

Main office location

Kisher Capital, LLC

Malta IL, United States

Number of offices

3

Most active in

California · Colorado · Illinois · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Josiah D

CFA®, Series 65

Malta, IL

Kisher Capital, LLC

Josiah De Ford is a CFA® charterholder and financial advisor at Kisher Capital, LLC with three years of industry experience. He has previously worked at Harvest Investment Services, LLC and Christian Retirement Ministries. Outside of his advisory role, Josiah has taught private music lessons since 2015. Kisher Capital provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm uses proprietary investment models that combine passive and active strategies with factor-based equity tilts and biblically responsible investing screens, operating through a wrap-fee program with a focus on fee-only fiduciary standards.

Factor investing / smart beta Private / alternative investments Cash flow / budgeting Founder/Business Owner Religious/faith focused

Eric S

CFP®

Malta, IL

Kisher Capital, LLC

My name is Eric Schlosser, and I am a caring, values‑driven CERTIFIED FINANCIAL PLANNER® Professional, and your dedicated fiduciary investment advisor. My mission is simple: to truly put your best interests first. Whether you're a family, business owner, ministry, or organization, I partner closely with you as your advocate to build customized strategies that bring confidence and peace of mind. At home, I’m a grateful husband and proud dad of two. I focus on bringing the same empathy, patience, and commitment to our work together as I would for my family. I believe that strong relationships, whether in family or finance, thrive on trust and genuine care. In our community, I serve as Assistant Treasurer for our local AYSO region, helping youth soccer flourish with responsible stewardship. I also contribute my musical gifts on the worship team at my church. These roles matter deeply to me because serving others is not just what I do, but it’s who I am. What I care about most is helping to solve problems with honesty, faith, and a genuine desire to help you succeed, because your well-being is what matters most to me.

ESG / Sustainable investing General retirement planning Founder/Business Owner Gen X (Born 1965-1980) Intergenerational Families
user avatar

James H

Series 63, Series 65, Series 66

Peyton, CO

Kisher Capital, LLC

James Hanley is a financial advisor at Kisher Capital, LLC with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Envoy Advisory Inc., Edward Jones, and USAA in various advisory and financial planning roles. Kisher Capital provides discretionary investment management and financial planning services to individuals, self-directed pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs proprietary investment models incorporating faith-based and outcome-oriented strategies and operates as a wrap-fee program sponsor.

Factor investing / smart beta Private / alternative investments Cash flow / budgeting Founder/Business Owner Religious/faith focused
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")