Behr Capital connects you with licensed professionals suited to your situation and your goals
They opened my eyes to opportunities I didn’t know existed, not just in investing, but in how I think about my finances overall.
Behr Capital began with a frustration familiar to anyone who has gone looking for financial help. People are handed products far more often than they are introduced to the right professional for their situation. The practice was built to close that gap and to make the introduction itself the service.
The measure of a good introduction is what happens after it. Clearer plans, fewer products nobody needed, and decisions clients can explain back in their own words. People arrive with a problem and leave with a solution backed by genuine expertise.
About us
Behr Capital does not directly provide investment advice or sell products. Our team’s role is to understand your situation and connect you with fully licensed, top-tier professionals.
The founder
His standard for the network has stayed the same since the beginning. He only makes introductions he would be comfortable making for his own family.
Tony Kachelmeier founded Behr Capital after more than fifteen years inside the financial industry. Those years were spent building relationships with specialists across public and private markets and learning to tell the difference between what the institutions want you to have and what you actually need.
The kinds of professionals we can connect you with.
These are some of the areas we cover most often, not the whole network. Whatever your situation calls for, an introduction can point to a licensed specialist.
Testimonials
$500M+
Assets guided
10 – 14%+
Historical Client Portfolio Returns
1,000+
Clients served
0%
Direct Client fees
Historical investment returns reflect the blended annual performance of our client portfolios. To date, every partner we have introduced clients to has met or exceeded client objectives. Past performance does not guarantee future results, and no rate of return is promised or assured. Returns are delivered by the independent, licensed professionals clients are paired with, not by Behr Capital.
Calculators and resources for the questions that usually come first, before anyone tells you what to do with your money.
What steady contributions actually grow into over time
What your mortgage will cost each month, and how to pay it off sooner
What you actually take home after tax
Let’s talk
No pitch and no obligation. Just a conversation about your financial situation and how we can help you reach your goals.
Name, email, phone and age are required. By submitting you agree to be contacted about your inquiry.
We connect people with financial professionals and institutions that suit their situation. We are not an advisory firm and we do not give financial advice ourselves. Our role is to understand where you are and what you are working toward, then introduce you to licensed professionals who work in that area. Any advice, recommendation or investment decision comes from the advisor you are matched with, not from us.
A wide range of professionals. The clients we connect differ in income, net worth, age and stage of life, and there is no minimum you need to meet before speaking with us. Someone early in their career and someone managing a family trust are asking different questions, and both are worth answering. If you are curious about where you stand, a short conversation is usually enough for us to point you in the right direction.
Real estate, Mortgages, Private equity and Private credit make up a large portion of the private markets. These are investments in companies and assets that are not traded on public exchanges. They have historically been the domain of institutions, pensions, endowments, and access for individuals depends on meeting certain investor criteria.
Almost. Access depends on how you qualify under investor suitability rules, and that is assessed before any introduction is made. There are broadly three categories: Accredited Investor, Eligible Investor, and Non-Eligible Investor. Which one applies to you determines what you can be introduced to. If private markets are not suitable for your situation, we will tell you and focus on what is.
Nothing. We do not charge the people we connect. If you go on to invest through one of our introductions, we may receive referral compensation from the professional you were sent to at absolutely no additional cost to you. In fact, in almost all cases, we are able to negotiate discounted rates for clients compared to approaching the professionals on your own. Any advisory, service, or investment fees charged by the provider will be fully disclosed before you make a commitment.
We never hold or take possession of your money. Assets sit with the regulated advisor, institution or fund structure you are introduced to, held in your name with an independent custodian where that applies. Private investments are held through the fund's own regulated structure with third-party administration and audit. Statements and disclosures come to you directly from the party holding the assets.
A 20-minute call. We ask about your situation, what you are working toward, and what you already have in place. From there we can tell you whether an introduction makes sense and what kind it should be. There is no cost and no obligation to take it further.
