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| Happy Holidays!! thanks for using AUM13F!! |
| Kilner Capital Advisors LLC
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|---|---|
| CRD # | 139521 |
| SEC # | 801-69347 |
| CIK # | |
| AUM | $295.7 M (2025-02-19) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 301-840-0501 |
| Address | 438 N Frederick Avenue Gaithersburg, MD 20877 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 141 | 53.6 |
| (b) Individuals (high net worth individuals) | 83 | 217.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 2.1 |
| (h) Charitable organizations | 2 | 22.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 656 | 295.7 |
| By Discretionary | ||
| Discretionary | 656 | 295.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 656 | 295.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 295.7 | |
| Total | 656 | 295.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kevin M Gibney and Company LLC
✚
|
NJ | 0.3 |
|
Greenwood Family Advisors LLC
✚
|
FL | 0.3 |
|
Paradigm Strategies in Wealth Management LLC
✚
|
MN | 0.3 |
|
BWM Planning LLC
✚
|
TX | 0.3 |
|
The Palmer Knight Company
✚
|
FL | 0.3 |
|
Retirement Capital Strategies Inc
✚
|
CA | 0.3 |
|
Odyssey Personal Financial Advisors LLC
✚
|
GA | 0.3 |
|
BCI Securities Inc
✚
|
FL | 0.3 |
|
Gebhardt Group Inc
✚
|
CA | 0.3 |
|
Quantum Portfolio Management LLC
✚
|
NY | 0.3 |