# Kirtland Hills Capital Management, LLC

> Kirtland Hills Capital Management, LLC is an SEC-registered investment advisory firm in Bratenahl, OH, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 174335
- Filed as: KIRTLAND HILLS CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bratenahl, OH
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174335
- AdvisorCensus page: https://advisorcensus.com/firm/kirtland-hills-capital-management-llc-bratenahl-oh-174335

## Quick answers

**How is Kirtland Hills Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kirtland Hills Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Kirtland Hills Capital Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 24, 2026 states: Asset-based fee: 1.2% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Kirtland Hills Capital Management, LLC located?**
Kirtland Hills Capital Management, LLC's principal office is in Bratenahl, OH, according to its Form ADV.

**Is Kirtland Hills Capital Management, LLC registered with the SEC or a state?**
Kirtland Hills Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 174335.

**How much does Kirtland Hills Capital Management, LLC manage?**
Kirtland Hills Capital Management, LLC reports $382,000,000 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have Kirtland Hills Capital Management, LLC's assets and staff changed since 2024?**
In the Form ADV data for Kirtland Hills Capital Management, LLC: Regulatory assets under management: $152,200,000 in the October 2024 data and $382,000,000 in the October 2026 data, up 151%. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Kirtland Hills Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (166); individuals (other than high net worth individuals) (90); charitable organizations (4).

**Which custodians does Kirtland Hills Capital Management, LLC use?**
Kirtland Hills Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Kirtland Hills Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/174335

**What changed in Kirtland Hills Capital Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $310,255,000 to $382,000,000 (+23%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Asset-based fee: 1.2% of assets a year

> Investment Management Fees Annual Fee (Flat Fee Rate) 1.2% (subject to negotiation in certain circumstances)

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $382,000,000
- Discretionary: $382,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 90 | $16,000,000 |
| High net worth individuals | 166 | $351,000,000 |
| Charitable organizations | 4 | $4,500,000 |
| Corporations or other businesses not listed above | 3 | $10,500,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, GA, MI, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [kirtlandhillscapital.com](https://kirtlandhillscapital.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $152,200,000 | 2 | March 26, 2024 |
| October 2025 | $310,255,000 | 2 | February 17, 2025 |
| October 2026 | $382,000,000 | 2 | March 24, 2026 |

Regulatory assets under management: $152,200,000 in the October 2024 data and $382,000,000 in the October 2026 data, up 151%.
Total employees: 2 in October 2024 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $310,255,000 to $382,000,000 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kirtland Hills Capital Management, LLC (CRD 174335): Form ADV filing data as of October 2026.