Kissling Financial Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New Castle, PA. Its latest Form ADV filing, dated March 27, 2026, reports $165M in regulatory assets under management, 2 employees, 1 office, and 1,119 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.1% of total clients.
Top client categories% of clientsClients
1
Individuals
88.1%
620
2
HNWI
9.8%
69
3
Corporations
1.8%
13
4
Charitable
0.3%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$165Mas of March 27, 2026
Discretionary99.1%
$164M
99% of total RAUM99.1%
Non-discretionary0.9%
$1M
1% of total RAUM0.9%
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.
Total AUM$165M
Total Accounts1,119
10Y AUM Change+$61M (+58.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee352:1
10Y Employee Change+1 (+100.0%)
* 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.