Michael Kleinfelder
Kleinfelder Capital · Cincinnati, Ohio
Michael Kleinfelder is a fee-only financial advisor at Kleinfelder Capital in Cincinnati, Ohio, who holds the CFP credential. Kleinfelder Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Multi-generational families
Facts
| Firm | Kleinfelder Capital |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $376.6M across 1,076 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 4287993 |
| Exams passed | Series 66 (2000) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | kleinfeldercapital.com |
| Profile |
How Michael's firm compares
- Kleinfelder Capital's average account is about $350,000, from its Form ADV (assets managed divided by 1,076 accounts).
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Questions about Michael
Is Michael Kleinfelder a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Kleinfelder Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Kleinfelder Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Kleinfelder based?
Michael Kleinfelder is based in Cincinnati, Ohio.
What credentials does Michael Kleinfelder hold?
Michael Kleinfelder holds the CFP credential.
Is Michael Kleinfelder registered with the SEC?
Yes. Michael Kleinfelder is registered as an investment adviser representative in OH and TX (CRD 4287993), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kleinfelder Capital manage?
Kleinfelder Capital reports $376.6M across 1,076 accounts in assets under management.
How do I contact Michael Kleinfelder?
Through Michael's website, kleinfeldercapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Kleinfelder Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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