Krilogy
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
FINTRXOverview
Krilogy is an independent registered investment adviser organized as an LLC that has been SEC-registered since 2009. The firm serves individual and family clients as well as institutional accounts and describes itself as a capital allocator with a business model that blends financial planning, portfolio management for both individuals and institutions, and selection of outside managers. Its fees include percentage-of-AUM, hourly charges, and fixed-fee arrangements. Krilogy does not identify as an active ESG investor. The company has been recognized on the Financial Times Top 300 RIA list (2020).
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 Funds69%
- Exchange Traded Equities20%
- Cash & Cash Equivalents5%
- State & Local Bonds3%
- Private Funds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 377Active vs passive
$3B in ETFs
74%
$2.2B
22%
$775M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $131M | 3,586,495 | 4.40% |
Location
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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