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KIRTLAND FINANCIAL MANAGEMENT, INC.
CRD 131138File 801-63403
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$396.1M
Below cohort median (national)
Discretionary AUM
$339.5M
Non-discretionary $56.6M
Clients
201
620 accounts
Employees
3
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 30, 2004
- Principal office
- 100 ALMERIA AVE, SUITE 302, CORAL GABLES, FL, 33134
- Phone
- (305) 648-0006
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $396.1M
- Discretionary AUM
- $339.5M
- Non-discretionary AUM
- $56.6M
- Discretionary accounts
- 408
- Non-discretionary accounts
- 212
- Total accounts
- 620
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $16.1M |
| High net worth individuals | 92 | $356.3M |
| Individuals (other than high net worth individuals) | 109 | $23.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.