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)
Compensation % of AUM

Identifiers

SEC RIA File Number 801-118595
SEC ERA File Number 801-118595
SEC CIK Numbers 1759354
SEC CRD Numbers 169684
Legal Entity Identifier None

Principal Office

2101 PEARL STREET
BOULDER
CO
United States
Monday - Friday, 9AM-5PM
Tel: 720-443-2076, Fax: None

Chief Compliance Officer

WILLIAM STITES
MANAGING MEMBER
2101 PEARL STREET
BOULDER
CO
United States
Tel: 720-443-2076
(Full email address available in API data)

Regulatory Contact

KREIGHTON BIEGER
MANAGING PARTNER
2101 PEARL STREET
BOULDER
CO
United States
Tel: 720-443-2076
(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

10502020202120222023202420254 on 3/30/20204 on 5/4/20204 on 5/18/20204 on 5/19/20204 on 7/16/20203 on 3/16/20213 on 6/7/20214 on 6/15/20214 on 6/16/20214 on 7/9/20214 on 7/12/20214 on 8/30/20214 on 2/14/20224 on 3/18/20224 on 3/24/20234 on 3/21/2024

RAUM, Historic

300M150M0202020212022202320242025120773032 on 3/30/2020120773032 on 5/4/2020120773032 on 5/18/2020120773032 on 5/19/2020120773032 on 7/16/2020163805791 on 3/16/2021163805791 on 6/7/2021197502551 on 6/15/2021197502551 on 6/16/2021197502551 on 7/9/2021197502551 on 7/12/2021197502551 on 8/30/2021207458650 on 2/14/2022200681431 on 3/18/2022196337027 on 3/24/2023218521319 on 3/21/2024

No. Clients, Historic

3001500202020212022202320242025172 on 3/30/2020172 on 5/4/2020172 on 5/18/2020172 on 5/19/2020172 on 7/16/2020173 on 3/16/2021173 on 6/7/2021211 on 6/15/2021211 on 6/16/2021211 on 7/9/2021211 on 7/12/2021211 on 8/30/2021205 on 2/14/2022201 on 3/18/2022213 on 3/24/2023197 on 3/21/2024

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