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KREITLER FINANCIAL LLC
CRD 309056File 801-118881
APPROVED
Retail clients
Custody
Filing as of Mar 13, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 148 | 173 | increased by25 |
| Apr 1, 2026 | AUM | $514,912,522 | $584,905,886 | increased by$69,993,364 |
| Apr 1, 2026 | Accounts | 917 | 950 | increased by33 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 10 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 129 | 148 | increased by19 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $483,533,384 | $514,912,522 | increased by$31,379,138 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 811 | 917 | increased by106 |
| Apr 1, 2022 | Employees | 10 | 11 | increased by1 |
| Apr 1, 2022 | Clients | 117 | 129 | increased by12 |
| Apr 1, 2022 | AUM | $423,939,109 | $483,533,384 | increased by$59,594,275 |
| Apr 1, 2022 | Accounts | 740 | 811 | increased by71 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KREITLER FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KREITLER FINANCIAL” 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.