KRILOGY

Legal name: KRILOGY FINANCIAL LLC

CRD 149046File 801-69838

APPROVED

Retail clients

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 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://TWITTER.COM/KRILOGY

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
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.