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James Paul Luthardt

KIRTLAND HILLS CAPITAL MANAGEMENT, LLC·BRATENAHL, Ohio
Clean recordKIRTLAND HILLS CAPITAL MANAGEMENT, LLC
1 BRATENAHL PLACE, BRATENAHL, OH 44108CRD# 5743782Firm CRD# 174335

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Paul Luthardt · BRATENAHL, OH
Registration
CRD #5743782 · KIRTLAND HILLS CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Paul Luthardt is a registered financial advisor based in BRATENAHL, Ohio, affiliated with KIRTLAND HILLS CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC
AUM
$152M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at KIRTLAND HILLS CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5743782
Firm CRD# 174335
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Paul Luthardt offer?
James Paul Luthardt specializes in Investment Management, Fee-Only Advisory. Contact their office in BRATENAHL, Ohio for a consultation.
What are James Paul Luthardt's credentials?
James Paul Luthardt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Paul Luthardt located?
James Paul Luthardt is based in BRATENAHL, Ohio, working with KIRTLAND HILLS CAPITAL MANAGEMENT, LLC. Their office serves clients in the BRATENAHL metropolitan area and surrounding communities.
How does James Paul Luthardt charge for services?
James Paul Luthardt's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KIRTLAND HILLS CAPITAL MANAGEMENT, LLC?
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC has approximately 2 employees and manages $152M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)DAYTON (59)INDEPENDENCE (48)PEPPER PIKE (37)WESTLAKE (37)
City Guides
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Research
Advisor Fees in OhioNational Fee Analysis
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