GAITHERSBURG, MDCRD 139521Latest ADV March 12, 2026
Kilner Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Gaithersburg, MD. Its latest Form ADV filing, dated March 12, 2026, reports $337M in regulatory assets under management, 3 employees, 1 office, and 672 accounts.
Assets Under Management
$337M
Employees
3
Offices
1 office
Total Clients
230
Primary office
GAITHERSBURG, MD
438 N. FREDERICK AVENUE, SUITE 465, GAITHERSBURG, MD, United States
Top client segmentIndividuals represent 63.5% of total clients.
Top client categories% of clientsClients
1
Individuals
63.5%
146
2
HNWI
36.5%
84
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$337Mas of March 12, 2026
Discretionary100.0%
$337M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$337M
Total Accounts672
10Y AUM Change+$146M (+76.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee77:1
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.