Kilner Capital Advisors, LLC
Firm details
- Headquarters
- Gaithersburg, Maryland
- CRD number
- 139521
- Registered since
- July 3, 2008
- Website
- www.kilnercapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI74.9%
- Individuals17.11%
- Charitable Organizations7.24%
- Pension & Profit Sharing Plans0.75%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Kilner Capital Advisors, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2008. The firm serves individual and family clients and is set up as a domestic entity with individual ownership. Its compensation model is a percentage of assets under management. Advisory services are concentrated on portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm’s ADV lists accountant as a business activity. Kilner is not flagged as an active ESG investor, is not designated a capital allocator, and is not identified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds33%
- Exchange Traded Equities32%
- US Government Bonds16%
- Other16%
- Cash & Cash Equivalents2%
Contacts
3 of 4
Melinda Wiedel
Wealth AdvisorCRD 2768142
Jerry O'leary
MemberCRD 5873621
Joseph Kilner
Wealth AdvisorCRD 4540098
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$117M in ETFs
1%
$1.3M
99%
$115M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $22.9M | 515,346 | 19.65% |
Location
Gaithersburg, MD
Montgomery
Location
Gaithersburg, MD
Headquartered in Gaithersburg, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Montgomery
- Address
- 438 N Frederick Ave
- Time zone
- ET (UTC-5)
- Office locations
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