Kilter Group is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 4, 2026, reports $277M in regulatory assets under management, 13 employees, 6 offices, and 1,085 accounts.
Top client segmentIndividuals represent 71.2% of total clients.
Top client categories% of clientsClients
1
Individuals
71.2%
294
2
HNWI
28.8%
119
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$277Mas of March 4, 2026
Discretionary98.3%
$273M
98% of total RAUM98.3%
Non-discretionary1.7%
$5M
2% of total RAUM1.7%
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$277M
Total Accounts1,085
10Y AUM Change+$277M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee32:1
10Y Employee Change+10 (+333.3%)
* 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.