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James Paul Luthardt

Investment adviser representative at Kirtland Hills Capital Management, LLC
4 yearsExperience
3 statesRegistered in
$382MFirm assets
2 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

4 years in the industry.

  1. Kirtland Hills Capital Management, LLCJan 2015 to now
  2. Headwaters Investment CounselJan 2017 to Feb 2019
  3. United States NavyJan 2016 to Apr 2026

Exams passed

  • Series 66 · Uniform Combined State Law2012

State registrations

Registered as an investment adviser representative in 3 states (FL, OH, TX).

Kirtland Hills Capital Management, LLC

$382MAssets managed
263Clients
2Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5743782
Firm CRD
174335
Advisor's SEC record (opens in a new tab)
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