Kirtland Financial Management, Inc.
● SEC registered since 2004CRD 131138SEC# 801-63403Coral Gables, FL
Reg. AUM
$396.1M
Employees
3
Accounts
620
Location
Coral Gables, FL
Kirtland Financial Management, Inc. assets under management
Kirtland Financial Management, Inc. operates as an SEC-registered investment adviser based in Coral Gables, FL. The firm has been registered since 2004. It reports $396.1 million in regulatory assets under management and employs 3 people.
Kirtland Financial Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Charles Hixon Control | President And Chief Compliance Officer | Over 75% | 2008 |
Frequently asked questions
How much does Kirtland Financial Management, Inc. manage?
Kirtland Financial Management, Inc. reports $396.1 million in regulatory assets under management on its Form ADV.
How many employees does Kirtland Financial Management, Inc. have?
Kirtland Financial Management, Inc. reports 3 employees.
Where is Kirtland Financial Management, Inc. located?
Kirtland Financial Management, Inc. is based in Coral Gables, FL and has been SEC-registered since 2004.
Does Kirtland Financial Management, Inc. disclose fund performance?
Kirtland Financial Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Almeria Ave, Suite 302, Coral Gables, FL 33134 |
| Phone | (305) 648-0006 |
| Fax | (305) 648-1800 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$396.1M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$396.1Mregulatory AUM
Discretionary $339.5MNon-discretionary $56.6M