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Kurchner Capital Management, Inc. (Saratoga Springs)


Kurchner Capital Management, Inc. is a large advisory firm based in Saratoga Springs. It manages $29.4 million of regulatory assets for 380 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.

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Kurchner Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and market timing services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kurchner Capital Management: assets under management

The assets under management (AUM) of Kurchner Capital Management, Inc. is $29.4 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $29.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $77.37 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kurchner Capital Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Saratoga Springs

The principal office where Kurchner Capital Management, Inc. performs its advisory services is located at 340 Broadway, Saratoga Springs, NY 12866, which is also the mailing address of the firm. An additional office of the firm is in Glens Falls, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 518-583-4000 or by fax 518-587-2466. The normal business hours are 8:30 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.4pensionplanning.com.


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