Eric Schlosser
Kisher Capital, LLC · Malta, Illinois
Eric Schlosser is a fee-only financial advisor at Kisher Capital, LLC in Malta, Illinois, who holds the CFP credential. Eric focuses on small business owners, retirement planning and estate & legacy planning. Kisher Capital, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Retirees
Facts
| Firm | Kisher Capital, LLC |
|---|---|
| Based in | Malta, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $13.1M across 139 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, CO, IL, TX · CRD 7299597 |
| Exams passed | Series 66 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | kishercapital.com |
| Profile |
How Eric's firm compares
- Kisher Capital, LLC's average account is about $94,000, from its Form ADV (assets managed divided by 139 accounts).
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Questions about Eric
Is Eric Schlosser a fee-only financial advisor?
Yes. Eric Schlosser is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Eric's firm.
How does Eric charge for financial advice?
Eric's firm, Kisher Capital, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Eric Schlosser based?
Eric Schlosser is based in Malta, Illinois.
What does Eric specialize in?
Eric's specialties include small business owners, retirement planning and estate & legacy planning. Eric works with founders and retirees.
What credentials does Eric Schlosser hold?
Eric Schlosser holds the CFP credential.
Is Eric Schlosser registered with the SEC?
Yes. Eric Schlosser is registered as an investment adviser representative in CA, CO, IL and TX (CRD 7299597), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Kisher Capital, LLC manage?
Kisher Capital, LLC reports $13.1M across 139 accounts in assets under management.
How do I contact Eric Schlosser?
Through Eric's website, kishercapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Kisher Capital, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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