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KLEINFELDER CAPITAL, INC.
CRD 289345File 801-111047
APPROVED
Retail clients
Custody
Filing as of Feb 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$376.6M
Below cohort median (national)
Discretionary AUM
$375.8M
Non-discretionary $724K
Clients
498
1,076 accounts
Employees
5
Below cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 24, 2017
- Principal office
- 8050 HOSBROOK ROAD, SUITE 200, CINCINNATI, OH, 45236
- Phone
- (513) 808-9700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $376.6M
- Discretionary AUM
- $375.8M
- Non-discretionary AUM
- $724K
- Discretionary accounts
- 1,073
- Non-discretionary accounts
- 3
- Total accounts
- 1,076
- AUM per client
- $756K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $278K |
| High net worth individuals | 212 | $310.0M |
| Pension and profit sharing plans | 17 | $4.1M |
| Individuals (other than high net worth individuals) | 269 | $62.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.