Kuntz Lesher Capital LLC (Lancaster)

Kuntz Lesher Capital LLC is a large advisory firm based in Lancaster. It manages $386.83 million of regulatory assets for 1,082 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Delaware, Florida, Louisiana, and 7 other states.

Kuntz Lesher Capital provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kuntz Lesher Capital: assets under management

The assets under management (AUM) of Kuntz Lesher Capital LLC is $386.83 million. The firm's AUM has grown by 349% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $385.33 million in discretionary accounts and $1.49 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $356.79 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $747.31 thousand.

Kuntz Lesher Capital has custody of $5.35 million in cash and securities for 24 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kuntz Lesher Capital LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Kuntz Lesher Capital LLC

Sarah Young Fisher has been acting as President since 1 Jan 2005. Stephanie Ann Connerton joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Based in Lancaster

The principal office where Kuntz Lesher Capital LLC performs its advisory services is located at 1800 Fruitville Pike, Lancaster, PA 17601 The mailing address of the firm is P.O. Box 8408, Lancaster, PA 17604. An additional office of the firm is in Wyomissing, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 717-399-1700 or by fax 717-291-0691. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at klcinvest.com.

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