Kilter Group
Firm details
- Headquarters
- ,
- CRD number
- 330356
- Registered since
- April 18, 2024
- Website
- kiltergroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI64.75%
- Individuals35.23%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Kilter Group is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2024. The firm serves individual and family clients and functions as a capital allocator, combining portfolio management and financial planning services with the selection of third-party managers. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fees are charged as a percentage of assets under management and via fixed fees. Kilter Group does not identify 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 Funds74%
- Other15%
- Exchange Traded Equities10%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1Andrea Farruggio
Chief Compliance Officer & Director of OperationsCRD 5219303
Contacts
3 of 7
Dyer Mccabe
Founder & PrincipalCRD 4829245
Jennifer Ziesk
Client Service ExecutiveCRD 4810415
Christina White
Investment Advisor RepresentativeCRD 5678485
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 198Active vs passive
$277M in ETFs
65%
$180M
25%
$96.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $39.6M | 52,932 | 14.33% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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