# KLEINHENZ & ASSOCIATES, LTD.

KLEINHENZ & ASSOCIATES, LTD. of CLEVELAND, OH is an SEC-registered investment adviser.

## Registration

- CRD: 146015
- Type: SEC-registered investment adviser
- SEC file number: 801-112556
- Location: 7100 EUCLID AVENUE, SUITE 100, CLEVELAND, OH, 44103
- Phone: 216-321-0889
- Latest filing: 2025-02-19
- Regulatory AUM: $173.8M
- Discretionary AUM: $173.8M
- Clients: 3
- Accounts: 206

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Karen Rose Kleinhenz | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | — |
| John Edward Kleinhenz | MEMBER & CHIEF ECONOMIST | — |
| KLEINHENZ KAREN ROSE | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER; CHIEF COMPLIANCE OFFICER & PRINCIPAL | — |
| KLEINHENZ JOHN E | PRINCIPAL | — |
| KLEINHENZ JOHN EDWARD | MEMBER & CHIEF ECONOMIST | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146015/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146015/similar
- Related entities: https://search.stillhousedata.com/firm/146015/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146015

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.