Kilterhowling LLC

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Assets, Funds, Holdings

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Kilterhowling LLC
CRD #169684
SEC #801-118595
CIK #0001759354
AUM $257.8 M (2025-03-21)
Employees 3 (100% Investors, 0% Brokers)
Phone720-443-2076
Address2101 Pearl Street
Boulder, CO 80302
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
3002401801206002011201620212026
CIK Period
0001759354
Sector Form 13F Holdings Value ($M)
Apple Inc 3.9
J P Morgan Chase & Co 1.5
Amazon Com Inc 1.5
Microsoft Corp 1.5
Nvidia Corp 1.3
Broadcom Inc 1.2
VISA Inc 1.0
Alphabet Inc 0.9
Oracle Corp 0.8
Exxon Mobil Corp 0.7
Costco Wholesale Corp /NEW 0.7
Procter & Gamble Co 0.5
Lilly Eli & Co 0.5
Cummins Inc 0.4
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 110 45.7
(b) Individuals (high net worth individuals) 85 207.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 1 4.6
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 591 257.8
By Discretionary
Discretionary 591 257.8
Non-Discretionary 0 0.0
Total 591 257.8
By Non-United States Persons
Non-United States Persons 1.6
United States Persons 256.1
Total 591 257.8
EDGAR Form CIK 2011 - 2025
13F-HR [0001759354]
Comparable Firms State AUM ($B)
Shared Vision Wealth Group LLC
0.3
Sherwood Financial Partners LLC
CA 0.3
Tandemgrowth Financial Advisors LLC
GA 0.3
Bluestone Wealth Management LLC
NH 0.3
Blueprint Partners LLC
MI 0.3
Oaktrust Wealth Advisors LLC
0.3
Atlas Fiduciary Services Inc
NH 0.3
Vista Advisor Group LLC
CA 0.3
Swisher Financial Concepts Inc
OH 0.3
J Team Financial Inc
TX 0.3
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