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KILNER CAPITAL ADVISORS, LLC

438 N. Frederick Avenue
Suite 465
Gaithersburg, Maryland 20877
Tel: 301.840.0501

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About KILNER CAPITAL ADVISORS, LLC

KILNER CAPITAL ADVISORS, LLC, formally registered with the SEC as KILNER CAPITAL ADVISORS, LLC. The firm was established in 07/03/2008. They have over 2 offices throughout the country.

KILNER CAPITAL ADVISORS, LLC is a Gaithersburg, Maryland based Financial Planning firm with nearly $295,715,661 assets under management, offering retirement planning & investment advisory services to 656 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#139521
SEC#801-69347
Assets Managed by Firm$295,715,661
No. of Clients656
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Other (CONSULTING)

Firm Client Information

No. of ClientsAUM
Firm Total656$295,715,661
Individuals (other than high net worth individuals)141$53,633,823
High net worth individuals83$217,573,193
Pension and profit sharing plans1$2,126,514
Charitable organizations2$22,382,131

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