# Kilter Group

> 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.

- CRD: 330356
- Filed as: KILTER GROUP
- Legal name: Kilter Group LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Rhinebeck, NY
- Filing period: October 2026
- Form ADV filing dated: June 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330356
- AdvisorCensus page: https://advisorcensus.com/firm/kilter-group-rhinebeck-ny-330356

## Quick answers

**How is Kilter Group compensated?**
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).

**Where is Kilter Group located?**
Kilter Group's principal office is in Rhinebeck, NY, according to its Form ADV.

**Is Kilter Group registered with the SEC or a state?**
Kilter Group is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330356.

**How much does Kilter Group manage?**
Kilter Group reports $277,420,306 in regulatory assets under management in its Form ADV filing dated June 23, 2026 (98% discretionary).

**How have Kilter Group's assets and staff changed since 2024?**
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.

**What types of clients does Kilter Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (294); high net worth individuals (119).

**Which custodians does Kilter Group use?**
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.

**Does Kilter Group report any disciplinary disclosures?**
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

**What changed in Kilter Group's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $277,420,306
- Discretionary: $272,794,103
- Non-discretionary: $4,626,203

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 294 | $97,729,512 |
| High net worth individuals | 119 | $179,621,886 |
| Charitable organizations | Fewer than 5 | $68,908 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 13 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CT, FL, IL, KS, LA, MA, MD, NH, NJ, NY, OH, PA, TX, VA, VT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kiltergroup.com
- LinkedIn @kilter-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $181,256,147 | 4 | August 1, 2024 |
| October 2025 | $202,080,515 | 10 | July 30, 2025 |
| October 2026 | $277,420,306 | 13 | June 23, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

### March 2026
- Registered or notice-filed in KS.

### December 2025
- Registered or notice-filed in VT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kilter Group (CRD 330356): Form ADV filing data as of October 2026.