DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
K••••• G••••
Legal name K••••• G•••• L••
Latest filing Jun 23, 2026
First filing on the tape Mar 18, 2024 · 14 filings
SEC status approved since Apr 18, 2024
RAUM
$277M
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
100%
$277M individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$39.6M
derived; firm RAUM over IAPD count
Employees
13
7 advisory (5.B.1)
Offices
6
beyond the principal office
Private funds
0
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$277M as of Jun 23, 2026
Mar 18, 2025$202M then
HNW client RAUM$180M as of Jun 23, 2026
Mar 18, 2025$126M then
State-registered IARs (5.B.3)7 as of Jun 23, 2026
Mar 18, 20254 then
Employees (5.A)13 as of Jun 23, 2026
Mar 18, 202510 then
Private funds: no history
RAUM +37% over the last fiscal yearIARs 4 to 7offices 5 to 6
Practice profile
derived from the filing of Jun 23, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $39.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 59derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.5MderivedHNW RAUM over HNW clients
- Average account
- $255,687derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.9derivedItem 5.A over advisors
- Advisors per office
- 1.0derived7 offices incl. principal (1.F.5)
- RAUM growth, one year
- +37%derivedbetween the last two annual amendments
- Advisor growth, one year
- +75%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +9.5%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisers, otherreportedItem 5.G
- Custody
- $163,475, 14 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$180M65%
- Individuals$97.7M35%
- Charitable organizations$68,9080.0%
- Individual clients
- 294reported
- HNW clients
- 119reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,085reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $163,475 for 14 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| D••• B• M•••••Certified Financial Planner, Chartered Financial Consultant | Rhinebeck, Ny | Apr 23, 2024 | 22 y | 2 |
| J••••••• E•••• Z•••• | Rhinebeck, Ny | May 2, 2024 | 21 y | 1 |
| L•• C••••• | Rhinebeck, Ny | Jul 25, 2024 | 10 y | 2 |
| J•••••• R• M••••• | Peoria, Az | Oct 22, 2024 | 12 y | 0 |
| C•••••••• L••• W••••Certified Financial Planner | Columbia, Md | Jul 30, 2025 | 17 y | 3 |
| S•••••••• J• H•••••• | Witchita, Ks | Feb 17, 2026 | 15 y | 0 |
| P•••• A••••• E••••Certified Financial Planner | Rhinebeck, Ny | May 29, 2026 | 10 y | 1 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- P•••• A••••• E•••• from O•• D•• I• J••• L••May 29, 2026 · RIA to RIA
- C•••••••• L••• W•••• from B••••• P••••• A•••••••• L••Jul 30, 2025 · RIA to RIA
- L•• C••••• from I••••• L••Jul 25, 2024 · RIA to a newly registered adviser
- J••••••• E•••• Z•••• from L••••••• W••••• M••••••••• P•••May 2, 2024 · RIA to a newly registered adviser
- D••• B• M••••• from I••••• L••Apr 23, 2024 · RIA to a newly registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- F••••••••• A•••••• V••••••••• · Chief Compliance Officercontrolsince 02/2024 · owns less than 5%
- M•••••• D•••• B• · Managing Membercontrolsince 05/2019 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Rhinebeck, Ny | 7 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 25 %Change between filings · filing Mar 4, 2026RAUM (Item 5.F) moved from $202,080,515 to $277,420,306 (+37.0%) between the annual amendments of 2025-03-18 and 2026-03-04; the peer median change was +15.0% (4550 comparable advisers, 91.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,550) · 91% percentile
What changed
consecutive filings, newest first
- Accounts · 938 to 1,085Feb 6, 2026 to Mar 4, 2026
- Advisory employees · 4 to 7Feb 6, 2026 to Mar 4, 2026
- HNW clients · 101 to 119Feb 6, 2026 to Mar 4, 2026
- Individual clients · 276 to 294Feb 6, 2026 to Mar 4, 2026
- Assets in custody · unset to 163475.0Feb 6, 2026 to Mar 4, 2026
- Custody of client assets · false to trueFeb 6, 2026 to Mar 4, 2026
- Employees · 10 to 13Feb 6, 2026 to Mar 4, 2026
- State-registered IARs · 4 to 7Feb 6, 2026 to Mar 4, 2026
- Discretionary RAUM · $199M to $273MFeb 6, 2026 to Mar 4, 2026
- HNW RAUM · $126M to $180MFeb 6, 2026 to Mar 4, 2026
- Individual RAUM · $75.8M to $97.7MFeb 6, 2026 to Mar 4, 2026
- Non-discretionary RAUM · $2.9M to $4.6MFeb 6, 2026 to Mar 4, 2026
- RAUM · $202M to $277MFeb 6, 2026 to Mar 4, 2026
- Financial planning clients · 251-500 to 251-500Mar 18, 2025 to Jul 30, 2025
- Other offices · 5 to 6Mar 18, 2025 to Jul 30, 2025
- Accounts · 882 to 938Aug 1, 2024 to Mar 18, 2025
- HNW clients · 86 to 101Aug 1, 2024 to Mar 18, 2025
- Individual clients · 289 to 276Aug 1, 2024 to Mar 18, 2025
- Employees · 4 to 10Aug 1, 2024 to Mar 18, 2025
- Financial planning clients · 0 to 251-500Aug 1, 2024 to Mar 18, 2025
- HQ city · unset to Aug 1, 2024 to Mar 18, 2025
- HQ state · unset to Aug 1, 2024 to Mar 18, 2025
- Other offices · 4 to 5Aug 1, 2024 to Mar 18, 2025
- Discretionary RAUM · $178M to $199MAug 1, 2024 to Mar 18, 2025
- HNW RAUM · $105M to $126MAug 1, 2024 to Mar 18, 2025
- Individual RAUM · $76.2M to $75.8MAug 1, 2024 to Mar 18, 2025
- Non-discretionary RAUM · $3.7M to $2.9MAug 1, 2024 to Mar 18, 2025
- RAUM · $181M to $202MAug 1, 2024 to Mar 18, 2025
- Accounts · unset to 882.0Jun 26, 2024 to Jul 30, 2024
- Advisory employees · 2 to 4Jun 26, 2024 to Jul 30, 2024
- HNW clients · unset to 86.0Jun 26, 2024 to Jul 30, 2024
- Individual clients · unset to 289.0Jun 26, 2024 to Jul 30, 2024
- Employees · 3 to 4Jun 26, 2024 to Jul 30, 2024
- HQ city · NEW YORK to unsetJun 26, 2024 to Jul 30, 2024
- HQ state · NY to unsetJun 26, 2024 to Jul 30, 2024
- State-registered IARs · 2 to 4Jun 26, 2024 to Jul 30, 2024
- Other offices · 2 to 4Jun 26, 2024 to Jul 30, 2024
- Discretionary RAUM · unset to 177544907.0Jun 26, 2024 to Jul 30, 2024
- HNW RAUM · unset to 105049835.0Jun 26, 2024 to Jul 30, 2024
- Individual RAUM · unset to 76206312.0Jun 26, 2024 to Jul 30, 2024
Signals
1 dated events
- K••••• G•••• filed its initial SEC registration (Form ADV)Mar 18, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/kilter-groupreportedpublic record, Form ADV, Sep 18, 2026
- Website
- k•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 646-438-6557reportedpublic record, Form ADV, Jun 23, 2026
- Team page
- k•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $39.6Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026