Kisher Capital, LLC

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.