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James Paul Luthardt

KIRTLAND HILLS CAPITAL MANAGEMENT, LLC·BRATENAHL, Ohio
SIE, Series 7, Series 66Clean record13 years registeredKIRTLAND 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 · 13 years registered
Brand Profile
Not yet started
01

Career History

KIRTLAND HILLS CAPITAL MANAGEMENT, LLC
Feb 2015 – present
JANNEY MONTGOMERY SCOTT LLC
Jan 2013 – Dec 2014
CLEVELAND, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · January 2, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC
CRD 174335 · SEC 801-129674
AUM
$152M
Regulatory assets under management
Employees
2
253 client accounts
Services offered by KIRTLAND HILLS CAPITAL MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at KIRTLAND HILLS CAPITAL MANAGEMENT, LLC →
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05

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 (430)COLUMBUS (229)CLEVELAND (169)BEACHWOOD (76)DUBLIN (50)AKRON (50)DAYTON (34)INDEPENDENCE (30)WESTLAKE (28)NEW ALBANY (24)
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Research
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