Kilter Group
Firm details
- Headquarters
- ,
- CRD number
- 330356
- Registered since
- April 18, 2024
- Website
- kiltergroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI64.75%
- Individuals35.23%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Kilter Group is an independent registered investment adviser operating as an LLC and registered with the SEC in 2024. The firm serves individual and family clients and functions as a capital allocator, combining financial planning with portfolio management and the selection of third-party managers. Its fee model includes both percentage-of-AUM and fixed-fee arrangements. Kilter Group lists financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers among its advisory activities. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds74%
- Other15%
- Exchange Traded Equities10%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1Andrea Farruggio
Chief Compliance Officer & Director of OperationsCRD 5219303
Contacts
3 of 7
Dyer Mccabe
Founder & PrincipalCRD 4829245
Jennifer Ziesk
Client Service ExecutiveCRD 4810415
Christina White
Investment Advisor RepresentativeCRD 5678485
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 202Active vs passive
$226M in ETFs
74%
$167M
19%
$59.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $20.7M | 31,661 | 9.14% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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