Kilner Capital Advisors, Llc
- Regulatory AUM
- $337M
- Discretionary
- $337M
- Clients
- 230
- Avg AUM / client
- $1.5M
- Accounts
- 672
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 146 | $57.6M | 17.1% |
| High net worth individuals | 84 | $252M | 74.9% |
| Pension and profit sharing plans | Fewer than 5 clients | $2.5M | 0.75% |
| Charitable organizations | Fewer than 5 clients | $24.4M | 7.24% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Francis Kilner | Manager/Principal/Chief Compliance Officer | Nov 2005 (21y) | ≈ 56.25% – 100% via Kca Holding, Inc. | |
| Miller, William, Hall | Member | Oct 2009 (17y) | 10% – 25% | |
| O'leary, Jerry, P | Member | Oct 2009 (17y) | 5% – 10% | |
| Melinda Marie Wiedel | Registered representative | Jan 2008 (19y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Kca Holding, Inc. | Member | Apr 2015 | A | 75% or more |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Joseph Francis Kilner: 75% – 100% of Kca Holding, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 908 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $314M (93% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗