Kleinfelder Capital, Inc.

Michael Kleinfelder is a CFP® with 25 years of industry experience, currently serving as an advisor at Kleinfelder Capital, Inc. since 2017. His prior roles include positions at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and Morgan Stanley. Outside of advisory work, he is an independent insurance agent and owns Graf Drive LLC, which holds an office building in Cincinnati. Kleinfelder Capital provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, and plan sponsors. The firm offers customized, primarily long-term portfolio management using fundamental analysis, with an investment approach that includes mutual funds, ETFs, equities, and fixed income, and manages approximately $307 million across a small advisory team.

Braden Seymour is a financial advisor at Kleinfelder Capital, Inc. in Cincinnati, OH, holding a Series 66 designation with two years of industry experience. His prior work includes roles at AE Wealth Management, Arkadios Wealth Advisors, and Russell Total Wealth & Wellness. He is also an independent insurance agent. Kleinfelder Capital provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, and plan sponsors. The firm employs a primarily long-term, fundamental analysis approach to portfolio construction and offers discretionary management alongside integrated financial planning and ERISA fiduciary services.

Timothy Davis is a financial advisor at Kleinfelder Capital, Inc. in Cincinnati, Ohio, with 12 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Latitude Advisors, LLC, GWN Securities Inc., and several other firms. Outside of his advisory role, he is president of Avalon Consulting Group, a business consulting firm, and Fire Island Media, where he works as a photographer and author. Kleinfelder Capital provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, and plan sponsors. The firm employs a primarily long-term, fundamental analysis-driven investment process, managing portfolios that include mutual funds, ETFs, individual equities, and fixed income, with ongoing monitoring and customization for client needs.