# 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.

- CRD: 169684
- Filed as: KILTERHOWLING LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boulder, CO
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169684
- AdvisorCensus page: https://advisorcensus.com/firm/kilterhowling-llc-boulder-co-169684

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- 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

> 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

> 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 brochure. Fees can differ by service and may be negotiable.

### 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: $292,860,794
- Discretionary: $292,860,794
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 112 | $46,500,807 |
| High net worth individuals | 91 | $232,719,016 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $8,341,392 |
| Charitable organizations | 2 | $5,299,579 |

### 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)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, MT, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Whitefish, MT

### Websites listed on Form ADV (Item 1.I)
- kilterhowling.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $197,502,551 | 4 | August 30, 2021 |
| October 2022 | $200,681,431 | 4 | March 18, 2022 |
| October 2023 | $196,337,027 | 4 | March 24, 2023 |
| October 2024 | $218,521,319 | 4 | March 21, 2024 |
| October 2025 | $257,755,145 | 3 | March 21, 2025 |
| October 2026 | $292,860,794 | 4 | March 24, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kilterhowling LLC (CRD 169684): Form ADV filing data as of October 2026.