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 investment adviser that provides fee-based portfolio management primarily to individuals and families. The firm, formed in 2008 and organized as an LLC, also offers discretionary portfolio services for small businesses and institutional/business clients and provides pension consulting. Its advisory fees are charged as a percentage of assets under management. Kilner lists accounting among its business activities and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 4MELINDA 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
$104M in ETFs
1%
$1.1M
99%
$103M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US TARGETED VALUE ETF (DFAT) | Dimensional | Active | Small Value | $19.9M | 318,180 | 19.04% |
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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