{
  "crd_number": 330356,
  "slug": "kilter-group-rhinebeck-ny-330356",
  "primary_business_name": "KILTER GROUP",
  "legal_name": "KILTER GROUP LLC",
  "dbas": [],
  "city": "Rhinebeck",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "28880",
  "metro": {
    "cbsa_code": "28880",
    "common_name": "Kiryas Joel",
    "msa_name": "Kiryas Joel-Poughkeepsie-Newburgh, NY",
    "path": "/advisors/ny/kiryas-joel"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-04-18",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-06-23",
  "carried_forward": false,
  "raum_total": 277420306.0,
  "raum_discretionary": 272794103.0,
  "raum_non_discretionary": 4626203.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 13,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 68908.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 97729512.0,
      "count": 294
    },
    "high_net_worth_individuals": {
      "raum": 179621886.0,
      "count": 119
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CT",
    "FL",
    "IL",
    "KS",
    "LA",
    "MA",
    "MD",
    "NH",
    "NJ",
    "NY",
    "OH",
    "PA",
    "TX",
    "VA",
    "VT",
    "WA"
  ],
  "websites": [
    "https://kiltergroup.com",
    "https://linkedin.com/company/kilter-group"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/330356",
  "city_as_filed": "RHINEBECK",
  "url": "https://advisorcensus.com/firm/kilter-group-rhinebeck-ny-330356",
  "display_name": "Kilter Group",
  "summary": "Kilter Group is an SEC-registered investment advisory firm in Rhinebeck, NY, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 23, 2026.",
  "citation": "AdvisorCensus. Kilter Group (CRD 330356): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Kilter Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Kilter Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Kilter Group charge?",
      "a": "Its Form ADV Part 2A brochure dated June 23, 2026 states: Subscription: $99 to $500 a month; Flat fee: $1,000 to $3,000 (estate planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Kilter Group located?",
      "a": "Kilter Group's principal office is in Rhinebeck, NY, according to its Form ADV."
    },
    {
      "q": "Is Kilter Group registered with the SEC or a state?",
      "a": "Kilter Group is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330356."
    },
    {
      "q": "How much does Kilter Group manage?",
      "a": "Kilter Group reports $277,420,306 in regulatory assets under management in its Form ADV filing dated June 23, 2026 (98% discretionary)."
    },
    {
      "q": "How have Kilter Group's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Kilter Group: Regulatory assets under management: $181,256,147 in the October 2024 data and $277,420,306 in the October 2026 data, up 53%. Total employees: 4 in October 2024 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Kilter Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (294); high net worth individuals (119)."
    },
    {
      "q": "Which custodians does Kilter Group use?",
      "a": "Kilter Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Kilter Group report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/330356"
    },
    {
      "q": "What changed in Kilter Group's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $202,080,515 to $277,420,306 (+37%). Employees performing advisory functions went from 4 to 7. Registered or notice-filed in IL, LA, MA, OH."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 181256147.0,
      "total_employees": 4,
      "filing_date": "2024-08-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 202080515.0,
      "total_employees": 10,
      "filing_date": "2025-07-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 277420306.0,
      "total_employees": 13,
      "filing_date": "2026-06-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $202,080,515 to $277,420,306 (+37%).",
        "Employees performing advisory functions went from 4 to 7.",
        "Registered or notice-filed in IL, LA, MA, OH."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Registered or notice-filed in KS."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in VT."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 23, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $99 to $500 a month",
      "Flat fee: $1,000 to $3,000 (estate planning services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $99 to $500 a month"
        ],
        "quotes": [
          "Fees range from $99 to $500/month."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,000 to $3,000 (estate planning services)"
        ],
        "quotes": [
          "Clients who utilize the estate planning services will be charged a flat fee  ranging between $1,000 - $3,000, as defined in the Financial Planning Services Agreement."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": null,
          "min": 99.0,
          "max": 500.0,
          "period": "monthly",
          "service": null
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 1000.0,
          "max": 3000.0,
          "period": "one_time",
          "service": "estate planning services"
        }
      ]
    },
    "quotes": [
      "Fees range from $99 to $500/month.",
      "Clients who utilize the estate planning services will be charged a flat fee  ranging between $1,000 - $3,000, as defined in the Financial Planning Services Agreement."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/kilter-group-rhinebeck-ny-330356.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 294,
      "fewer_than_5": false,
      "raum": 97729512.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 119,
      "fewer_than_5": false,
      "raum": 179621886.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 68908.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/330356",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}