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KREITLER FINANCIAL LLC
CRD 309056File 801-118881
APPROVED
Retail clients
Custody
Filing as of Mar 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$584.9M
Above cohort median (national)
Discretionary AUM
$580.7M
Non-discretionary $4.2M
Clients
173
950 accounts
Employees
10
Below cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jun 9, 2020
- Principal office
- 265 CHURCH STREET, SUITE 501, NEW HAVEN, CT, 06510
- Phone
- 203-867-4396
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $584.9M
- Discretionary AUM
- $580.7M
- Non-discretionary AUM
- $4.2M
- Discretionary accounts
- 944
- Non-discretionary accounts
- 6
- Total accounts
- 950
- AUM per client
- $3.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $12.0M |
| High net worth individuals | 109 | $543.3M |
| Pension and profit sharing plans | Fewer than 5 | $5.5M |
| Individuals (other than high net worth individuals) | 64 | $24.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- 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.