Kilterhowling LLC
Firm details
- Headquarters
- Boulder, Colorado
- CRD number
- 169684
- Registered since
- April 29, 2020
- Website
- www.kilterhowling.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.46%
- Individuals15.88%
- Pension & Profit Sharing Plans2.85%
- Charitable Organizations1.81%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Kilterhowling LLC is an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm, registered in 2020, manages assets on a percentage-of-AUM fee basis and identifies itself as a capital allocator that selects third‑party managers. Its client mix includes individual and family clients as well as institutional accounts. Core advisory services listed include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of other advisers. The firm reports being 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 Funds82%
- Exchange Traded Equities10%
- Private Funds4%
- Cash & Cash Equivalents4%
Contacts
3 of 5
Kreighton Bieger
Co-FounderCRD 5148489
William Stites
Co-FounderCRD 3249549
Dawneen Oehlerich
Investment Advisor RepresentativeCRD 1568906
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$195M in ETFs
78%
$152M
5%
$43.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $35.1M | 51,152 | 17.98% |
Location
Boulder, CO
Boulder
Location
Boulder, CO
Headquartered in Boulder, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Boulder
- Address
- 2101 Pearl St
- Time zone
- MT (UTC-7)
- Office locations
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