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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

KILNER CAPITAL ADVISORS, LLC

CRD 139521

GAITHERSBURG, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f1e9f399-b42f-319d-e2ca-1d9169e45aad

Data as of Mar 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Mar 20, 2012 to Mar 12, 2026
28 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.92 fund_share=0.0 institutional_share=0.08 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $337MItem 5.F on the latest filing (2026-03-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $337M
Private client RAUM: $310MderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $168Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 672
Individual clients: 146
High net worth clients: 84
Custody, client assets: $92.2M
SEC number: 801-69347
CRD: 139521
Filings on the tape: 28
First filed: Mar 20, 2012
Latest filed: Mar 12, 2026
Organised: Limited Liability Company, MD
Website: kilnercapital.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOSEPH FRANCIS KILNER	n/a	GAITHERSBURG, MD	20	22	1	no
MELINDA MARIE WIEDEL	n/a	GAITHERSBURG, MD	18	18	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KCA HOLDING, INC.	Member	E	yes	04/2015	May 6, 2015	Oct 28, 2024
KILNER, JOSEPH, FRANCIS	Shareholder	E	yes	04/2015	Mar 20, 2012	Oct 28, 2024
KILNER, JOSEPH, FRANCIS	MANAGER/PRINCIPAL/CHIEF COMPLIANCE OFFICER	Na	yes	11/2005	Mar 20, 2012	Oct 28, 2024
MILLER, WILLIAM, HALL	Member	B	no	10/2009	Mar 20, 2012	Oct 28, 2024
O'LEARY, JERRY, P	Member	A	no	10/2009	Mar 20, 2012	Oct 28, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 12, 2026	$337M	$337M	3	2	1	n/a	n/a
2024	Feb 19, 2025	$296M	$296M	3	2	1	n/a	n/a
2023	Mar 12, 2024	$283M	$283M	3	2	1	n/a	n/a
2022	Mar 3, 2023	$251M	$251M	3	2	1	n/a	n/a
2021	Mar 2, 2022	$270M	$270M	3	2	1	n/a	n/a
2020	Feb 24, 2021	$234M	$234M	4	2	1	n/a	n/a
2019	Mar 20, 2020	$218M	$218M	4	2	1	n/a	n/a
2018	Mar 22, 2019	$207M	$207M	4	2	1	n/a	n/a
2017	Mar 8, 2018	$217M	$217M	4	2	0	n/a	n/a
2016	Mar 6, 2017	$190M	$190M	4	2	n/a	n/a	n/a
2015	Mar 23, 2016	$162M	$162M	3	2	n/a	n/a	n/a
2014	Mar 18, 2015	$157M	$157M	3	2	n/a	n/a	n/a
2013	Mar 28, 2014	$147M	$147M	2	2	n/a	n/a	n/a
2012	Mar 19, 2013	$120M	$120M	2	2	n/a	n/a	n/a
2011	Mar 20, 2012	$104M	$104M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$337M	$296M	13.8%	$251M	10.3%	3	3	1	1

Relationships

Registered with (2)

← MELINDA MARIE WIEDELAdvisorregistration: current employment
Jan 21, 2008 to presentfactForm ADV
← JOSEPH FRANCIS KILNERAdvisorregistration: current employment
Jun 23, 2006 to presentfactForm ADV

Controls (2)

← KILNER, JOSEPH, FRANCISOwnerSHAREHOLDER, ownership code E, individual
Mar 20, 2012 to Oct 28, 2024factForm ADV
← KCA HOLDING, INC.OwnerMEMBER, ownership code E, domestic entity
May 6, 2015 to Oct 28, 2024factForm ADV

Owns (2)

← MILLER, WILLIAM, HALLOwnerMEMBER, ownership code B, individual
Mar 20, 2012 to Oct 28, 2024factForm ADV
← O'LEARY, JERRY, POwnerMEMBER, ownership code A, individual
Mar 20, 2012 to Oct 28, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f1e9f399-b42f-319d-e2ca-1d9169e45aad
First observed: Mar 20, 2012
Last observed: Mar 12, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KILNER CAPITAL ADVISORS, LLC

CRD 139521

GAITHERSBURG, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f1e9f399-b42f-319d-e2ca-1d9169e45aad

Data as of Mar 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:36 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOSEPH FRANCIS KILNER

n/a

GAITHERSBURG, MD

MELINDA MARIE WIEDEL

n/a

GAITHERSBURG, MD

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KCA HOLDING, INC.

Member

yes

04/2015

May 6, 2015

Oct 28, 2024

KILNER, JOSEPH, FRANCIS

Shareholder

yes

04/2015

Mar 20, 2012

Oct 28, 2024

KILNER, JOSEPH, FRANCIS

MANAGER/PRINCIPAL/CHIEF COMPLIANCE OFFICER

yes

11/2005

Mar 20, 2012

Oct 28, 2024

MILLER, WILLIAM, HALL

Member

10/2009

Mar 20, 2012

Oct 28, 2024

O'LEARY, JERRY, P

Member

10/2009

Mar 20, 2012

Oct 28, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 12, 2026

$337M

n/a

2024

Feb 19, 2025

$296M

n/a

2023

Mar 12, 2024

$283M

n/a

2022

Mar 3, 2023

$251M

n/a

2021

Mar 2, 2022

$270M

n/a

2020

Feb 24, 2021

$234M

n/a

2019

Mar 20, 2020

$218M

n/a

2018

Mar 22, 2019

$207M

n/a

2017

Mar 8, 2018

$217M

n/a

2016

Mar 6, 2017

$190M

n/a

2015

Mar 23, 2016

$162M

n/a

2014

Mar 18, 2015

$157M

n/a

2013

Mar 28, 2014

$147M

n/a

2012

Mar 19, 2013

$120M

n/a

2011

Mar 20, 2012

$104M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$337M

$296M

13.8%

$251M

10.3%