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KRILOGY FINANCIAL LLC, CRD 149046
ST. LOUIS, MO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| KENT SCOTT SKORNIA | n/a | ST. LOUIS, MO | 17 | 24 | 2 | yes |
| JAMES PATRICK OBRIEN | n/a | ST. LOUIS, MO | 17 | 21 | 2 | no |
| JEFFREY ALBERT HERCULES | n/a | ST. LOUIS, MO | St. Louis, MO | 15 | 31 | 3 | yes |
| MICHAEL R BROWN | n/a | ST. LOUIS, MO | Saint Peters, MO | 14 | 16 | 3 | no |
| NATHAN S HOLT | Certified Financial Planner | ST. LOUIS, MO | 14 | 16 | n/a | no |
| PATRICK W MONAHAN | n/a | ST. LOUIS, MO | 14 | 16 | n/a | yes |
| MATTHEW J. HAYWOOD | n/a | ST. LOUIS, MO | 14 | 16 | n/a | no |
| JEFFREY THOMAS SKORNIA | n/a | ST. LOUIS, MO | 13 | 16 | 1 | no |
| CHARLES P SCHULZ | Certified Financial Planner | ST. LOUIS, MO | 13 | 13 | n/a | no |
| WILLIAM JOHN POHRER | Certified Financial Planner | ST. LOUIS, MO | 13 | 27 | 3 | yes |
| JOHN MICHAEL MCARTHUR | n/a | ST. LOUIS, MO | 12 | 25 | 2 | yes |
| KRISTIN ELIZABETH FOMON | Certified Financial Planner | ST. LOUIS, MO | Dallas, TX | 12 | 13 | n/a | no |
| KEVIN MICHAEL REYNOLDS | Certified Financial Planner | ST. LOUIS, MO | 11 | 16 | n/a | no |
| JACOB DANIEL STEINGRUBEY | Certified Financial Planner | ST. LOUIS, MO | 10 | 13 | n/a | no |
| Thomas Lewis | n/a | ST. LOUIS, MO | 10 | 14 | 2 | no |
| Hanh Duy Nguyen | Certified Financial Planner | St. Peters, MO | ST. LOUIS, MO | 9 | 10 | n/a | no |
| Jacob Lee Thornton | n/a | ST. LOUIS, MO | 9 | 11 | n/a | no |
| BYRON PAUL GABRIEL | n/a | ST. LOUIS, MO | Durham, NC | 9 | 15 | n/a | no |
| Daniel Patrick Reilly | Certified Financial Planner | ST. LOUIS, MO | 8 | 12 | n/a | no |
| Michael Shelby Barbercheck | Certified Financial Planner | ST. LOUIS, MO | 8 | 13 | n/a | no |
| TAYLOR KNIGHT DADE | n/a | ST. LOUIS, MO | 8 | 13 | n/a | no |
| KRISTIN BENCE POOLE | Certified Financial Planner | ST. LOUIS, MO | 8 | 19 | 3 | no |
| LUCAS EDWARD NIKOLAISEN | Certified Financial Planner | ST. LOUIS, MO | 8 | 13 | n/a | no |
| RYAN ANDREW ZABROWSKI | n/a | Venice, FL | ST. LOUIS, MO | 7 | 24 | 3 | no |
| Joshua Edward Willbrand | Certified Financial Planner | ST. LOUIS, MO | ST. PETERS, MO | 7 | 10 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| ATLAS PRIVATE MARKETS FUND I, L.P. | n/a | $2.3M | Mar 31, 2026 | 18 | Mar 31, 2026 | reported | 021-545618 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Fernandez, Brian, Joseph | President | Na | yes | 04/2025 | Mar 31, 2026 | Mar 31, 2026 |
| KRILOGY, LLC | SOLE MEMBER | E | yes | 12/2008 | Mar 31, 2026 | Mar 31, 2026 |
| LEWIS, MARK, BRINLEY | CHIEF FINANCIAL OFFICER | Na | yes | 08/2023 | Mar 31, 2026 | Mar 31, 2026 |
| LEWIS, THOMAS, JOSEPH | LEGAL COUNSEL & CHIEF COMPLIANCE OFFICER | Na | yes | 04/2016 | Mar 31, 2026 | Mar 31, 2026 |
| MCARTHUR, JOHN, MICHAEL | SENIOR PARTNER & CHIEF INVESTMENT OFFICER | Na | yes | 02/2012 | Mar 31, 2026 | Mar 31, 2026 |
| SKORNIA, KENT, SCOTT | CHIEF EXECUTIVE OFFICER | Na | yes | 12/2008 | Mar 31, 2026 | Mar 31, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| KEP LAW, LLC | n/a | n/a | n/a | N | yes | n/a |
| KRILOGY ADVISORS, LLC | n/a | n/a | n/a | Y | yes | n/a |
| KRILOGY CAPITAL MANAGEMENT II, LLC | n/a | n/a | n/a | N | yes | n/a |
| KRILOGY CAPITAL MANAGEMENT PARTNERS II, LLC | n/a | n/a | n/a | N | yes | n/a |
| KRILOGY CAPITAL MANAGEMENT PARTNERS, LLC | n/a | n/a | n/a | N | yes | n/a |
| KRILOGY CAPITAL MANAGEMENT, LLC | n/a | n/a | n/a | N | yes | n/a |
| KRILOGY TAX SERVICES, LLC | n/a | n/a | n/a | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| ST. PETERS | Mo | United States | 6 | no |
| Dallas | TX | United States | 3 | no |
| O'FALLON | IL | United States | 1 | no |
| ST. LOUIS | Mo | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $5.2B | $4.7B | 103 | 65 | 5 | 1 | n/a |
| 2024 | Mar 31, 2025 | $3.5B | $3.5B | 82 | 56 | 4 | n/a | n/a |
| 2023 | Mar 30, 2024 | $2.5B | $2.4B | 68 | 49 | 4 | n/a | n/a |
| 2022 | Mar 31, 2023 | $1.8B | $1.7B | 56 | 50 | 2 | n/a | n/a |
| 2021 | Apr 1, 2022 | $2.0B | $1.8B | 56 | 43 | 2 | n/a | n/a |
| 2020 | Mar 31, 2021 | $1.7B | $1.5B | 49 | 39 | 2 | n/a | n/a |
| 2019 | Apr 1, 2020 | $1.3B | $1.1B | 46 | 33 | 2 | n/a | n/a |
| 2018 | Mar 27, 2019 | $1.0B | $779M | 45 | 35 | 2 | n/a | n/a |
| 2017 | Mar 30, 2018 | $919M | $733M | 38 | 32 | 2 | n/a | n/a |
| 2016 | Mar 22, 2017 | $664M | $543M | 38 | 28 | n/a | n/a | n/a |
| 2015 | Mar 23, 2016 | $350M | $330M | 31 | 23 | n/a | n/a | n/a |
| 2014 | Mar 20, 2015 | $280M | $280M | 27 | 21 | n/a | n/a | n/a |
| 2013 | Feb 18, 2014 | $217M | $216M | 20 | 14 | n/a | n/a | n/a |
| 2012 | Mar 28, 2013 | $176M | $166M | 19 | 13 | n/a | n/a | n/a |
| 2011 | Apr 2, 2012 | $102M | $81.1M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 8 | 2 | 6 | 3.2% | 1 | 1 | 0 | 17 | 5 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $5.2B | $3.5B | 47.0% | $1.8B | 41.2% | 103 | 82 | 5 | 4 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| BELMONT PRIVATE WEALTH | 2 | Aug 8, 2024 | Jul 1, 2024 | ST LOUIS, MO | Team lift out | RIA to new firm | 4.2% |
| VISIONARY WEALTH ADVISORS, LLC | 2 | Nov 27, 2021 | Dec 15, 2021 | ST LOUIS, MO | Team lift out | RIA to RIA | 5.0% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS, LLC | 2 | Nov 6, 2025 | Nov 13, 2025 | ST LOUIS, MO | Team lift out | RIA to RIA | 0.9% |
| CLAYTON FINANCIAL GROUP, LLC | 2 | Jul 1, 2025 | May 11, 2026 | ST LOUIS, MO | Team lift out | RIA to RIA | 15.4% |
| PHLOX CAPITAL MANAGEMENT, LLC | 2 | Dec 5, 2023 | Sep 29, 2023 | DALLAS, TX | Team lift out | Other | 100.0% |
| INTEGRATED WEALTH ADVISORS LLC | 2 | Jan 27, 2022 | Jan 10, 2022 | CHESTERFIELD, MO | Team lift out | Other | 100.0% |