KRILOGY

RIASEC RegisteredEst. 2009
Total AUM
$5.2B
Discretionary
$4.7B
90% of AUM
Avg account
$467K
Accounts
11,114
Employees
103
Advisory reps
61

Firm details

Headquarters
SAINT LOUIS, Missouri
CRD number
149046
Registered since
January 12, 2009
Website
www.krilogy.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI72.24%
  • Pension & Profit Sharing Plans14.12%
  • Individuals12.68%
  • Corporations / Businesses0.74%
  • Charitable Organizations0.22%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Krilogy is an independent registered investment adviser organized as an LLC and SEC-registered since 2009. The firm positions itself as a capital allocator for both high-net-worth individuals and institutional clients, providing financial planning, portfolio management for individuals, small businesses and institutions, and manager selection services. Its fee model includes asset-based fees, hourly charges, and fixed-fee arrangements. Krilogy does not identify as an active ESG investor. The firm was named among the Financial Times’ Top 300 RIA Firms in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 69%, Exchange Traded Equities 20%, Cash & Cash Equivalents 5%, State & Local Bonds 3%, Private Funds 2%, US Government Bonds 1%69%
  • Public Funds/Mutual Funds69%
  • Exchange Traded Equities20%
  • Cash & Cash Equivalents5%
  • State & Local Bonds3%
  • Private Funds2%

Owners & executives

3 of 4

  • THOMAS LEWIS

    Chief Compliance OfficerCRD 5951077

  • MARK LEWIS

    Chief Financial OfficerCRD 4561231

  • JOHN MCARTHUR

    Senior Partner and Chief Investment OfficerCRD 4389397

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Contacts

3 of 57

  • JEFFREY HERCULES

    Senior Vice-President, Wealth AdvisorCRD 2611717

  • PATRICK MONAHAN

    Partner, Senior Wealth AdvisorCRD 5839545

  • Sarah Meyer

    Associate Wealth AdvisorCRD 8149079

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 357

Active vs passive

$2.7B in ETFs

Passive

76%

$2B

Active

23%

$664M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US LARGE-CAP GROWTH ETF (SCHG)SchwabPassiveLarge Growth$120M3,734,9044.42%
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Location

Primary office

SAINT LOUIS, MO

SAINT LOUIS

Location

SAINT LOUIS, MO

Headquartered in SAINT LOUIS, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
SAINT LOUIS
Address
275 N Lindbergh Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth