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KILTER GROUP
Legal name: KILTER GROUP LLC
CRD 330356File 801-129927
APPROVED
Retail clients
Custody
Filing as of Jun 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$277.4M
Below cohort median (national)
Discretionary AUM
$272.8M
Non-discretionary $4.6M
Clients
413
1,085 accounts
Employees
13
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 18, 2024
- Principal office
- Not reported
- Phone
- 646-438-6557
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $277.4M
- Discretionary AUM
- $272.8M
- Non-discretionary AUM
- $4.6M
- Discretionary accounts
- 1,049
- Non-discretionary accounts
- 36
- Total accounts
- 1,085
- AUM per client
- $672K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $69K |
| High net worth individuals | 119 | $179.6M |
| Individuals (other than high net worth individuals) | 294 | $97.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- 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.