Kisco Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,272,303
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
19
21% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
19
TypicalAverage account size
$645,911
About
Kisco Capital, LLC provides ongoing portfolio management and investment advisory services to individual and high‑net‑worth clients, tailoring plans through a written Investment Policy Statement that documents goals, tax considerations, and risk tolerance. The brochure states the firm manages about $12.37 million in client assets and provides portfolio monitoring and trade execution with discretionary authority where authorized.
The firm employs a range of analytical methods — including charting, fundamental, technical, cyclical, quantitative analysis and modern portfolio theory — and uses multiple trading strategies such as long‑ and short‑term trading, options, short sales and margin transactions. Accounts are reviewed at least quarterly (by the firm’s designated reviewer) and KiscoCap emphasizes fiduciary allocation practices intended to distribute limited investment opportunities fairly across clients.
KiscoCap also offers a no‑fee subscription market‑update newsletter distributed a few times monthly, an item the brochure highlights under Subscription Services and that is uncommon among peers. The brochure notes custody and trading relationships with Charles Schwab Advisor Services and Interactive Brokers — including access to Schwab’s institutional trading and custody services — which, together with the firm’s reported asset base and client count, supports its capability to manage pension/profit‑sharing or other institutional‑style portfolios in addition to individual accounts.
Client services
Portfolio management
Newsletters or periodicals
Expertise
Options & derivatives strategies
Passive / index investing
Fee options
1.00% annually
No fee (free subscription service)
Main office location
Kisco Capital, LLC
Mount Kisco NY, United States
Number of offices
1
Most active in
Kisco Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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