Overview
Assets Under Management: $296 million
Headquarters: GAITHERSBURG, MD
High-Net-Worth Clients: 83
Average Client Assets: $3 million
Frequently Asked Questions
KILNER CAPITAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #139521), KILNER CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
KILNER CAPITAL ADVISORS, LLC is headquartered in GAITHERSBURG, MD.
KILNER CAPITAL ADVISORS, LLC serves 83 high-net-worth clients according to their SEC filing dated February 19, 2025. View client details ↓
According to their SEC Form ADV, KILNER CAPITAL ADVISORS, LLC offers portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
KILNER CAPITAL ADVISORS, LLC manages $296 million in client assets according to their SEC filing dated February 19, 2025.
According to their SEC Form ADV, KILNER CAPITAL ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 83
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.58
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 656
Discretionary Accounts: 656
Regulatory Filings
CRD Number: 139521
Last Filing Date: 2025-02-19 00:00:00
Website: https://kilnercapital.com