KLEINFELDER CAPITAL, INC.
CRD #289345 SEC #801-111047 CINCINNATI, OH (513) 808-9700
SEC Registered
Total AUM
$306.8M
Discretionary
$306.4M
Employees
4
Clients
26
Accounts
1,037
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $306.8M | $306.4M | $448.9K | 4 | 0 |
| Dec 2024 | $244.8M | $243.9M | $829.5K | 4 | 0 |
| Mar 2024 | $244.8M | $243.9M | $829.5K | 4 | 0 |
| Dec 2023 | $208.6M | $206.1M | $2.5M | 5 | 0 |
| Jul 2023 | $208.6M | $206.1M | $2.5M | 5 | 0 |
| Mar 2023 | $208.6M | $206.1M | $2.5M | 5 | 0 |
| Mar 2023 | $208.6M | $206.1M | $2.5M | 5 | 0 |
| Jan 2022 | $222.5M | $216.1M | $6.4M | 3 | 0 |
| Mar 2021 | $195M | $188.2M | $6.9M | 3 | 0 |
| Jan 2021 | $168.2M | $161.4M | $6.7M | 3 | 0 |
| Sep 2020 | $168.2M | $161.4M | $6.7M | 3 | 0 |
| May 2020 | $168.2M | $161.4M | $6.7M | 3 | 0 |
| Mar 2020 | $168.2M | $161.4M | $6.7M | 3 | 0 |
| Nov 2019 | $129.4M | $125.6M | $3.8M | 4 | 0 |
| Mar 2019 | $129.4M | $125.6M | $3.8M | 4 | 0 |
| Mar 2019 | $129.4M | $125.6M | $3.8M | 4 | 0 |
| Sep 2018 | $135M | $131M | $4M | 3 | 0 |
| Mar 2018 | $135M | $131M | $4M | 3 | 0 |
| Dec 2017 | $123M | $123M | $0 | 2 | 175 |
| Sep 2017 | $0 | $0 | $0 | 2 | 0 |
| Aug 2017 | $0 | $0 | $0 | 2 | 0 |
| Jul 2017 | $0 | $0 | $0 | 2 | 0 |
DateFeb 2025
Total AUM$306.8M
Discretionary$306.4M
Non-Disc.$448.9K
Employees4
Clients0
DateDec 2024
Total AUM$244.8M
Discretionary$243.9M
Non-Disc.$829.5K
Employees4
Clients0
DateMar 2024
Total AUM$244.8M
Discretionary$243.9M
Non-Disc.$829.5K
Employees4
Clients0
DateDec 2023
Total AUM$208.6M
Discretionary$206.1M
Non-Disc.$2.5M
Employees5
Clients0
DateJul 2023
Total AUM$208.6M
Discretionary$206.1M
Non-Disc.$2.5M
Employees5
Clients0
DateMar 2023
Total AUM$208.6M
Discretionary$206.1M
Non-Disc.$2.5M
Employees5
Clients0
DateMar 2023
Total AUM$208.6M
Discretionary$206.1M
Non-Disc.$2.5M
Employees5
Clients0
DateJan 2022
Total AUM$222.5M
Discretionary$216.1M
Non-Disc.$6.4M
Employees3
Clients0
DateMar 2021
Total AUM$195M
Discretionary$188.2M
Non-Disc.$6.9M
Employees3
Clients0
DateJan 2021
Total AUM$168.2M
Discretionary$161.4M
Non-Disc.$6.7M
Employees3
Clients0
DateSep 2020
Total AUM$168.2M
Discretionary$161.4M
Non-Disc.$6.7M
Employees3
Clients0
DateMay 2020
Total AUM$168.2M
Discretionary$161.4M
Non-Disc.$6.7M
Employees3
Clients0
DateMar 2020
Total AUM$168.2M
Discretionary$161.4M
Non-Disc.$6.7M
Employees3
Clients0
DateNov 2019
Total AUM$129.4M
Discretionary$125.6M
Non-Disc.$3.8M
Employees4
Clients0
DateMar 2019
Total AUM$129.4M
Discretionary$125.6M
Non-Disc.$3.8M
Employees4
Clients0
DateMar 2019
Total AUM$129.4M
Discretionary$125.6M
Non-Disc.$3.8M
Employees4
Clients0
DateSep 2018
Total AUM$135M
Discretionary$131M
Non-Disc.$4M
Employees3
Clients0
DateMar 2018
Total AUM$135M
Discretionary$131M
Non-Disc.$4M
Employees3
Clients0
DateDec 2017
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees2
Clients175
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0