KRILOGY
Latest filing: Mar 31, 2025 (82 days ago)
AUM
$3,535,342,540
41% change vs. 1 year ago
108% change vs. 3 years ago
249% change vs. 5 years ago
1163% change vs. 10 years ago
Employee Count
82
21% change vs. 1 year ago
67% change vs. 3 years ago
82% change vs. 5 years ago
204% change vs. 10 years ago
Main Office
ST. LOUIS, MO
275 N. LINDBERGH, ST. LOUIS, MO, UNITED STATES, 63141
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $3.5 |
| Non-Discretionary | $0.1 |
| Total | $3.5 |
| Client | AUM |
|---|---|
| Retail | $2.9 |
| Pooled | $0.0 |
| Institutional | $0.6 |
| Total | $3.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 1,817 | $0.6 |
| Average Individual AUM | $308,779 | |
| HNW | 856 | $2.4 |
| Average HNW AUM | $2,762,980 | |
| Retail Total | 2,673 | $2.9 |
| Average Retail AUM | $1,094,711 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANSCISCO-CA-USA | $2.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $3.5 |
| Retail SMA AUM | $2.9 |
| Institutional SMA AUM | $0.6 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 12% | $0.4 |
| Equity Non-Exch | 2% | $0.1 |
| Govt Agency | 2% | $0.1 |
| Municipal | 2% | $0.1 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 1% | $0.0 |
| Investment Companies | 70% | $2.5 |
| Other Pools | 1% | $0.0 |
| Cash | 8% | $0.3 |
| Other | 0% | $0.0 |
| Total | 98% | $3.5 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| KRILOGY CAPITAL MANAGEMENT PARTNERS II, LLC | $0.0 | - | |
| KRILOGY CAPITAL MANAGEMENT, LLC | $0.0 | - | |
| KRILOGY ADVISORS, LLC | $0.0 | - | |
| KRILOGY CAPITAL MANAGEMENT II, LLC | $0.0 | - | |
| KRILOGY CAPITAL MANAGEMENT PARTNERS, LLC | $0.0 | - | |
| KEP LAW, LLC | $0.0 | law firm | - |
| KRILOGY TAX SERVICES, LLC | $0.0 | accountancy | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
4 active
| Name | Title |
|---|---|
| SKORNIA, KENT, SCOTT | MANAGING MEMBER / PRESIDENT/ CHIEF EXECUTIVE OFFICER |
| MCARTHUR, JOHN, MICHAEL | SENIOR PARTNER & CHIEF INVESTMENT OFFICER |
| LEWIS, THOMAS, JOSEPH | CHIEF COMPLIANCE OFFICER |
| LEWIS, MARK, BRINLEY | CHIEF FINANCIAL OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
51 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JOHN RHODES | ST. LOUIS | MO | CERTIFIED FINANCIAL PLANNER | ||||||
| HANH NGUYEN | ST. LOUIS | MO | S65|2016-08-29 | CERTIFIED FINANCIAL PLANNER | |||||
| PATRICK MONAHAN | ST. LOUIS | MO | S63|2010-12-21|S65|2011-04-28 | ||||||
| JOHN VIRANT | ST. LOUIS | MO | S63|1982-03-25|S65|1995-03-16 | ||||||
| MICHAEL BROWN | ST. LOUIS | MO | S66|2009-09-29 | ||||||
| JANE LEECH | ST. LOUIS | MO | S66|2016-03-17 | ||||||
| STACY FLANAGIN | ST. LOUIS | MO | S65|2013-09-04 | CERTIFIED FINANCIAL PLANNER | |||||
| BRYCE DALRYMPLE | ST. LOUIS | MO | S65|2017-03-13 | ||||||
| WILLIAM POHRER | ST. LOUIS | MO | S63|1999-03-08|S65|1999-03-24 | CERTIFIED FINANCIAL PLANNER | |||||
| MATTHEW HAYWOOD | ST. LOUIS | MO | S63|2011-01-25|S66|2011-06-17 | ||||||
| KYLE GOEPEL | ST. LOUIS | MO | S66|2007-07-03 | ||||||
| JOSEPH MARTINEZ | ST. LOUIS | MO | S63|2007-02-15 | CHARTERED FINANCIAL ANALYST | |||||
| JACOB STEINGRUBEY | ST. LOUIS | MO | S63|2013-06-07|S65|2015-11-07 | CERTIFIED FINANCIAL PLANNER | |||||
| DEBORAH SMILEY | ST. LOUIS | MO | CERTIFIED FINANCIAL PLANNER | ||||||
| BYRON GABRIEL | ST. LOUIS | MO | S63|2011-05-06|S65|2017-07-17 | ||||||
| FRANCISCO SANCHEZ | ST. LOUIS | MO | S65|2017-12-14 | ||||||
| JAMES LOGSDON JR | ST. LOUIS | MO | S63|1999-11-08|S65|2018-01-22 | ||||||
| KRISTIN POOLE | ST. LOUIS | MO | S63|2006-10-17|S65|2007-08-23 | CERTIFIED FINANCIAL PLANNER | |||||
| CHARLES SCHULZ | ST. LOUIS | MO | S65|2013-02-04 | CERTIFIED FINANCIAL PLANNER | |||||
| KENT SKORNIA | ST. LOUIS | MO | S66|2002-04-04 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $3.5 | $0.0 | 0% | 82 | 0 | 0% |
| 2025-04-21 | $3.5 | $0.0 | 0% | 82 | 0 | 0% |
| 2024-04-02 | $2.5 | $1.0 | 41% | 68 | 14 | 21% |
| 2023-04-04 | $1.8 | $1.7 | 92% | 56 | 26 | 46% |
| 2022-04-01 | $1.7 | $1.8 | 108% | 49 | 33 | 67% |
| 2021-04-05 | $1.7 | $1.8 | 108% | 49 | 33 | 67% |
| 2020-04-01 | $1.0 | $2.5 | 249% | 45 | 37 | 82% |
| 2019-04-01 | $1.0 | $2.5 | 249% | 45 | 37 | 82% |
| 2018-04-02 | $0.9 | $2.6 | 285% | 38 | 44 | 116% |
| 2017-04-01 | $0.7 | $2.9 | 432% | 38 | 44 | 116% |
| 2016-04-01 | $0.4 | $3.2 | 910% | 31 | 51 | 165% |
| 2015-04-01 | $0.3 | $3.3 | 1163% | 27 | 55 | 204% |
| 2014-04-01 | $0.2 | $3.3 | 1527% | 20 | 62 | 310% |
| 2013-04-01 | $0.2 | $3.4 | 1904% | 19 | 63 | 332% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MO, AL-11/20/2013, AR-12/19/2024, AZ-03/14/2019, CA-05/30/2014, CT-04/01/2022, FL-07/01/2014, GA-02/02/2018, IA-04/04/2017, IL-04/01/2011, IN-12/19/2024, KS-05/05/2014, LA-04/07/2021, MA-03/31/2023, MD-03/31/2023, ME-12/19/2024, MN-04/04/2017, MO-01/14/2009, MT-12/19/2024, NC-07/07/2016, NE-05/10/2016, NH-04/04/2017, NJ-03/09/2018, NM-04/07/2021, NV-03/31/2023, NY-04/04/2017, OH-03/09/2012, OK-11/09/2018, OR-04/04/2017, PA-04/01/2022, SC-01/28/2015, TN-03/20/2015, TX-06/20/2014, VA-03/20/2015 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
|
BROKER DEALER REP BROKER DEALER INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV