CORAL GABLES, FLCRD 131138Latest ADV March 24, 2026
Kirtland Financial Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Coral Gables, FL. Its latest Form ADV filing, dated March 24, 2026, reports $396M in regulatory assets under management, 3 employees, and 620 accounts.
Assets Under Management
$396M
Employees
3
Offices
--
Total Clients
201
Primary office
CORAL GABLES, FL
100 ALMERIA AVE, SUITE 302, CORAL GABLES, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.2% of total clients.
Top client categories% of clientsClients
1
Individuals
54.2%
109
2
HNWI
45.8%
92
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$396Mas of March 24, 2026
Discretionary85.7%
$339M
86% of total RAUM85.7%
Non-discretionary14.3%
$57M
14% of total RAUM14.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$396M
Total Accounts620
10Y AUM Change+$202M (+103.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee67:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.