AdvisorCensus / Financial advisors / Colorado / Boulder / Kilterhowling LLC
Kilterhowling LLC is an SEC-registered investment advisory firm in Boulder, CO, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.
Quick answers
From the filingHow is Kilterhowling LLC compensated?
On its Form ADV (Item 5.E, October 2026), Kilterhowling LLC reports these compensation arrangements: a percentage of assets under its management.
What does Kilterhowling LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 24, 2026 states: Up to $1,000,000: 1% a year; $1,000,001 to $2,000,000: 0.75% a year; Above $2,000,001: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Kilterhowling LLC located?
Kilterhowling LLC's principal office is in Boulder, CO, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Kilterhowling LLC registered with the SEC or a state?
Kilterhowling LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 169684.
How much does Kilterhowling LLC manage?
Kilterhowling LLC reports $292,860,794 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).
How have Kilterhowling LLC's assets and staff changed since 2021?
In the Form ADV data for Kilterhowling LLC: Regulatory assets under management: $197,502,551 in the October 2021 data and $292,860,794 in the October 2026 data, up 48%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Kilterhowling LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (112); high net worth individuals (91); pension and profit sharing plans (but not the plan participants or government pension plans) (2).
Which custodians does Kilterhowling LLC use?
Kilterhowling LLC'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 Kilterhowling LLC 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/169684
Does Kilterhowling LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 24, 2026 says: "We have no required minimum investment amount for establishing an account with us. However, we must mutually agree to the arrangement and memorialize its terms in an investment advisory agreement."
What changed in Kilterhowling LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $257,755,145 to $292,860,794 (+14%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $1,000,000 | 1% |
| $1,000,001 to $2,000,000 | 0.75% |
| Above $2,000,001 | 0.5% |
The brochure's wording
Our fee schedule is as follows: ADVISORY FEE SCHEDULE Market Value of Assets Tiered Rate Up to $1,000,000 1.00% $1,000,001-$2,000,000 0.75% $2,000,001 and greater 0.50%
Account minimum: None
The brochure's wording
We have no required minimum investment amount for establishing an account with us. However, we must mutually agree to the arrangement and memorialize its terms in an investment advisory agreement.
As stated in the firm's Form ADV Part 2A brochure dated March 24, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$292,860,794 as of October 2026, filing dated March 24, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2020 (6 years)
- Employees
- Total: 4. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the April 2026 filing
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $292,860,794 | 4 | March 24, 2026 |
| October 2025 | $257,755,145 | 3 | March 21, 2025 |
| October 2024 | $218,521,319 | 4 | March 21, 2024 |
| October 2023 | $196,337,027 | 4 | March 24, 2023 |
| October 2022 | $200,681,431 | 4 | March 18, 2022 |
| October 2021 | $197,502,551 | 4 | August 30, 2021 |
Regulatory assets under management: $197,502,551 in the October 2021 data and $292,860,794 in the October 2026 data, up 48%.
Total employees: 4 in October 2021 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $257,755,145 to $292,860,794 (+14%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Kilterhowling LLC (CRD 169684): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/kilterhowling-llc-boulder-co-169684