Kilter Group Llc
- Regulatory AUM
- $277M
- Discretionary
- $273M
- Clients
- 413
- Avg AUM / client
- $672K
- Accounts
- 1,085
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 294 | $97.7M | 35.2% |
| High net worth individuals | 119 | $180M | 64.7% |
| Charitable organizations | Fewer than 5 clients | $68.9K | 0.02% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dyer B Mccabe | Managing Member | CFP Chartered Financial Consultant | May 2019 (7y) | 75% or more |
| Farruggio, Andrea, Vintimilla | Chief Compliance Officer | Feb 2024 (3y) | Less than 5% | |
| Jennifer Elise Ziesk | Registered representative | May 2024 (2y) | ||
| Luz Curiel | Registered representative | Jul 2024 (2y) | ||
| Jasmine R Miller | Registered representative | Oct 2024 (2y) | ||
| Christina Lynn White | Registered representative | CFP | Jul 2025 (1y) | |
| Stephanie J Holston | Registered representative | Feb 2026 (0y) | ||
| Peter Anders Egolf | Registered representative | CFP | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 06/23/2026 | 986 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $274M (99% of AUM) Jun 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: Jun 23, 2026.
View current Form ADV (SEC/IAPD) ↗