Kilter Group LLC
● SEC registered since 2024CRD 330356SEC# 801-129927
Reg. AUM
$277.4M
Employees
13
Accounts
1,085
Location
—
About Kilter Group
Kilter Group provides comprehensive financial management intended to simplify and organize clients' financial lives. It coordinates investments, insurance, tax, retirement, business exit planning, and family-office-style support for business owners, professionals, athletes, and families.
Summary based on the firm’s website.
Kilter Group LLC assets under management
Kilter Group LLC is an SEC-registered investment adviser. The firm has been registered since 2024. It reports $277.4 million in regulatory assets under management and employs 13 people.
Kilter Group LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrea Vintimilla Farruggio Control | Chief Compliance Officer | Under 5% | 2024 |
| Dyer B McCabe Control | Managing Member | Over 75% | 2019 |
Frequently asked questions
How much does Kilter Group LLC manage?
Kilter Group LLC reports $277.4 million in regulatory assets under management on its Form ADV.
How many employees does Kilter Group LLC have?
Kilter Group LLC reports 13 employees.
Does Kilter Group LLC disclose fund performance?
Kilter Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 646-438-6557 |
| Office hours | 8:30 a.m.- 5:30 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$277.4M▲ 37%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,389 advisers
EmployeesTop 34%
More than 66% of 16,799 advisers
Assets under management
$277.4Mregulatory AUM
Discretionary $272.8MNon-discretionary $4.6M