Kilterhowling Llc
- Regulatory AUM
- $293M
- Discretionary
- $293M
- Clients
- 207
- Avg AUM / client
- $1.4M
- Accounts
- 621
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 112 | $46.5M | 15.9% |
| High net worth individuals | 91 | $233M | 79.5% |
| Pension and profit sharing plans | 2 | $8.3M | 2.85% |
| Charitable organizations | 2 | $5.3M | 1.81% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Hopkins Stites | Managing Member, Cco | CFA | Nov 2013 (13y) | 50% – 75% |
| Kreighton Kennedy Bieger | Managing Member | CFA | Feb 2014 (13y) | 50% – 75% |
| Dawneen Verniece Oehlerich | Registered representative | Oct 2016 (10y) | ||
| Trevor Schimschock | Registered representative | CFA | Sep 2025 (1y) |
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) | 03/24/2026 | 907 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
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $285M (97% of AUM) Mar 2026
- Fidelity Brokerage Services $25.7M (12% of AUM) Mar 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 24, 2026.
View current Form ADV (SEC/IAPD) ↗