KILTERHOWLING LLC
Adviser information for KILTERHOWLING LLC last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Colorado, United States |
Employees
Total Number of Employees | 4 |
---|---|
Investment Advisory/Research | 4 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 4 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 492 | $194.6M |
Non-Discretionary | 61 | $23.9M |
Total | 553 | $218.5M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 135 | $63.6M |
HNW Individuals | 60 | $150.7M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 2 | $4.2M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 101-250 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
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Compensation | % of AUM |
Principal Office
2101 PEARL STREETBOULDER
CO
United States
Monday - Friday, 9AM-5PM
Tel: 720-443-2076, Fax: None
Websites
Chief Compliance Officer
WILLIAM STITES
MANAGING MEMBER
2101 PEARL STREET
BOULDER
CO
United States
Tel:
720-443-2076
W***@****************M
(Full email address available in API data)
Regulatory Contact
KREIGHTON BIEGER
MANAGING PARTNER
2101 PEARL STREET
BOULDER
CO
United States
Tel:
720-443-2076
K*@****************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
STITES, WILLIAM, HOPKINS | Individual | – | MANAGING MEMBER, CCO | 11/2013 | 50-75% |
BIEGER, KREIGHTON, KENNEDY | Individual | – | MANAGING MEMBER | 02/2014 | 50-75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ADOBE INC | COM | 230K | 414 | 0 |
ALPHABET INC | CAP STK CL A | 219K | 1K | 0 |
ALPHABET INC | CAP STK CL C | 260K | 1K | 0 |
AMAZON COM INC | COM | 1M | 6K | 0 |
APPLE INC | COM | 3M | 16K | 0 |
BALL CORP | COM | 273K | 5K | 0 |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2M | 5K | 0 |
BROADCOM INC | COM | 808K | 503 | 0 |
CUMMINS INC | COM | 375K | 1K | 0 |
ELI LILLY & CO | COM | 564K | 622 | 0 |
EXXON MOBIL CORP | COM | 587K | 5K | 0 |
INVESCO QQQ TR | UNIT SER 1 | 19M | 40K | 0 |
ISHARES TR | RUS 1000 ETF | 500K | 2K | 0 |
ISHARES TR | RUS 1000 GRW ETF | 757K | 2K | 0 |
ISHARES TR | RUSSELL 2000 ETF | 319K | 2K | 0 |
ISHARES TR | RUSSELL 3000 ETF | 2M | 5K | 0 |
ISHARES TR | RUS MD CP GR ETF | 315K | 3K | 0 |
ISHARES TR | RUS MDCP VAL ETF | 272K | 2K | 0 |
ISHARES TR | MSCI USA MIN VOL | 10M | 122K | 0 |
ISHARES TR | MSCI LW CRB TG | 280K | 2K | 0 |
ISHARES TR | MSCI GBL SUS DEV | 303K | 4K | 0 |
ISHARES TR | ESG AWR MSCI USA | 1M | 9K | 0 |
ISHARES TR | ESG AWR US AGRGT | 742K | 16K | 0 |
ISHARES TR | USD GRN BOND ETF | 248K | 5K | 0 |
ISHARES TR | 0-5YR HI YL CP | 13M | 319K | 0 |
JPMORGAN CHASE & CO. | COM | 1M | 5K | 0 |
META PLATFORMS INC | CL A | 731K | 1K | 0 |
MICROSOFT CORP | COM | 1M | 3K | 0 |
NVIDIA CORPORATION | COM | 1M | 10K | 0 |
ORACLE CORP | COM | 457K | 3K | 0 |
PACER FDS TR | US CASH COWS 100 | 9M | 173K | 0 |
PROCTER AND GAMBLE CO | COM | 487K | 3K | 0 |
SCHWAB STRATEGIC TR | US AGGREGATE B | 17M | 380K | 0 |
SERVICENOW INC | COM | 211K | 268 | 0 |
SPDR S&P 500 ETF TR | TR UNIT | 316K | 581 | 0 |
SPDR SER TR | BLOOMBERG 1-3 MO | 13M | 136K | 0 |
SPDR SER TR | SPDR MSCI USA GE | 282K | 3K | 0 |
TESLA INC | COM | 462K | 2K | 0 |
THERMO FISHER SCIENTIFIC INC | COM | 223K | 403 | 0 |
UNITED MICROELECTRONICS CORP | SPON ADR NEW | 103K | 12K | 0 |
UNITEDHEALTH GROUP INC | COM | 646K | 1K | 0 |
VANGUARD INDEX FDS | TOTAL STK MKT | 227K | 848 | 0 |
VANGUARD INDEX FDS | GROWTH ETF | 1M | 4K | 0 |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 21M | 42K | 0 |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 18M | 97K | 0 |
VANGUARD WORLD FD | ESG INTL STK ETF | 330K | 6K | 0 |
VISA INC | COM CL A | 616K | 2K | 0 |
WATERS CORP | COM | 252K | 867 | 0 |