KRILOGY

Legal name: KRILOGY FINANCIAL LLC

CRD 149046File 801-69838

APPROVED

Retail clients

Custody

Filing as of Mar 31, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$5.20B

Top 25% of cohort (national)

Discretionary AUM

$4.68B

Non-discretionary $511.3M

Clients

3,204

11,114 accounts

Employees

103

Top 25% of cohort in MO

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Jan 12, 2009
Principal office: 275 N. LINDBERGH, STE. 20, ST. LOUIS, MO, 63141
Phone: 314-884-2800
Website: HTTPS://WWW.KRILOGY.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $5.20B
Discretionary AUM: $4.68B
Non-discretionary AUM: $511.3M
Discretionary accounts: 10,985
Non-discretionary accounts: 129
Total accounts: 11,114
AUM per client: $1.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	11	$38.3M
Charitable organizations	Fewer than 5	$11.4M
High net worth individuals	1,121	$3.75B
Pension and profit sharing plans	132	$733.7M
Individuals (other than high net worth individuals)	1,940	$659.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	82	103	increased by21
Apr 1, 2026	Clients	3,153	3,204	increased by51
Apr 1, 2026	AUM	$4,954,332,013	$5,195,636,468	increased by$241,304,455
Apr 1, 2026	Accounts	10,780	11,114	increased by334
Dec 1, 2025 vs May 1, 2025	Clients	2,831	3,153	increased by322
Dec 1, 2025 vs May 1, 2025	AUM	$3,535,342,540	$4,954,332,013	increased by$1,418,989,473
Dec 1, 2025 vs May 1, 2025	Accounts	8,762	10,780	increased by2,018
May 1, 2025 vs Oct 1, 2022	Employees	56	82	increased by26
May 1, 2025 vs Oct 1, 2022	Clients	1,870	2,831	increased by961
May 1, 2025 vs Oct 1, 2022	AUM	$1,958,922,831	$3,535,342,540	increased by$1,576,419,709
May 1, 2025 vs Oct 1, 2022	Accounts	7,075	8,762	increased by1,687
May 1, 2022	Employees	49	56	increased by7
May 1, 2022	Clients	1,859	1,870	increased by11
May 1, 2022	AUM	$1,699,283,580	$1,958,922,831	increased by$259,639,251
May 1, 2022	Accounts	6,255	7,075	increased by820

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “KRILOGY” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KRILOGY” may also match similarly-named firms). Confirm identity against each filing.

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.