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 formed as an LLC and SEC-registered since 2009. The firm serves both individual and family clients as well as institutional clients, and describes itself as a capital allocator that also selects outside managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. Krilogy charges a mix of fee schedules — percentage-of-AUM, hourly fees, and fixed fees — and lists engagements that range from discretionary management to consultative, non-discretionary work. Industry recognition includes placement on the Financial Times’ Top 300 RIA Firms list in 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
3 of 4
Thomas Lewis
Chief Compliance OfficerCRD 5951077
Mark Lewis
Chief Financial OfficerCRD 4561231
John Mcarthur
Senior Partner and Chief Investment OfficerCRD 4389397
Contacts
3 of 58
Jeffrey Hercules
Senior Vice-President, Wealth AdvisorCRD 2611717
Patrick Monahan
Partner, Senior Wealth AdvisorCRD 5839545
Sarah Meyer
Associate Wealth AdvisorCRD 8149079
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 358Active vs passive
$2.9B in ETFs
75%
$2.2B
23%
$726M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $127M | 3,745,015 | 4.38% |
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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