KRILOGY FINANCIAL LLC
DBA: KRILOGY
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $5.20B |
| Discretionary | $4.68B90% of AUM |
| Non-Discretionary | $511.3M |
| Client Accounts | 11,114 |
| Avg Account Size | $467K |
| Employees | 103 |
| Peak AUM | $5.20BMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $5.2B | +47.0% | +41.2% | +25.1% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $5.20B |
| Discretionary | $4.68B |
| Employees | 103 |
| Client Accounts | 11114 |
| Client Range | More than 500 |
Contact & Location
Address
275 N. LINDBERGH
ST. LOUIS MO 63141
Phone
314-884-2800
Filing History
93 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$4.7B
90.2% of AUM
Non-Discretionary
$511M
9.8% of AUM
Disc. mix ▼ 7.6pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Investment AdviserInsurance CompanyPension ConsultantLaw Firm