Kreitler Financial LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New Haven, CT. Its latest Form ADV filing, dated March 13, 2026, reports $585M in regulatory assets under management, 10 employees, and 950 accounts.
Assets Under Management
$585M
Employees
10
Offices
--
Total Clients
173
Primary office
NEW HAVEN, CT
265 CHURCH STREET, SUITE 501, NEW HAVEN, CT, United States
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 segmentHNWI represent 63.0% of total clients.
Top client categories% of clientsClients
1
HNWI
63.0%
109
2
Individuals
37.0%
64
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$585Mas of March 13, 2026
Discretionary99.3%
$581M
99% of total RAUM99.3%
Non-discretionary0.7%
$4M
1% of total RAUM0.7%
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$585M
Total Accounts950
10Y AUM Change+$585M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee17:1
10Y Employee Change+1 (+11.1%)
* 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.