KILTERHOWLING LLC
Firm details
- Headquarters
- BOULDER, Colorado
- CRD number
- 169684
- Registered since
- April 29, 2020
- Website
- www.kilterhowling.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.46%
- Individuals15.88%
- Pension & Profit Sharing Plans2.85%
- Charitable Organizations1.81%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Kilterhowling LLC is an independent, SEC-registered registered investment adviser (since 2020) organized as an LLC and owned by an individual. The firm acts as a capital allocator and charges clients a percentage of assets under management. Its client mix includes high-net-worth individuals and families as well as institutional clients. Kilterhowling provides financial planning, portfolio management for individuals, small businesses and institutions, and conducts manager selection for third‑party advisers. The firm identifies 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 Funds82%
- Exchange Traded Equities10%
- Private Funds4%
- Cash & Cash Equivalents4%
Contacts
3 of 4KREIGHTON BIEGER
PrincipalCRD 5148489
WILLIAM STITES
PartnerCRD 3249549
DAWNEEN OEHLERICH
Investment Advisor RepresentativeCRD 1568906
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$176M in ETFs
78%
$137M
5%
$39.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US AGGREGATE BOND ETF (SCHZ) | Schwab | Passive | Intermediate Core Bond | $31.2M | 1,344,150 | 17.74% |
Location
BOULDER, CO
BOULDER
Location
BOULDER, CO
Headquartered in BOULDER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- BOULDER
- Address
- 2101 Pearl St
- Time zone
- MT (UTC-7)
- Office locations
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