SourcingSourcing

KREITLER FINANCIAL LLC

C44
CRD 309056·SEC 801-118881·NEW HAVEN, CT
AUM
$584.9M
$500M-$1B
Est. Revenue
$5.8M
@ 1% on AUM
Est. EBITDA
$1.8M
@ 30% margin
Est. Deal Value
$14.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KREITLER FINANCIAL LLC
CRD
309056
SEC file #
801-118881
EIN
—
DBA names
—

Economics

AUM
$584.9M
AUM band
$500M-$1B
AUM trajectory
'21'26
$380.2M → $584.9M▲ +54%
Client mix
Individuals High Net Worth109
Individuals Other64

Operations

Employees (total)
10
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'21'26
6 advisors → 5 advisors▼ -17%
Primary office
NEW HAVEN CT
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/13/2026
ADV-W filed at
—
Website
linkedin.com/in/beau-tillinghast-cfp%c2%ae-47a989a6(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KREITLER, CHARLES, FRANCIS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
KREITLER, CHARLES, FRANCIS
ROBERT KREITLER 2021 TRUST FOR
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:kreitler.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Participants
13
Form 5500 Total Compensation
567,889
Form 5500 Compensation Trajectory 3y
2025567,889
20240
Form 5500 Plan Count Trajectory 3y
20252
20241
Schedule C Total Compensation
567,889
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Raymond James4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4923222
Trust Company Affiliate
No

People (6)

6
KREITLER, CHARLES, FRANCIS
IAR · Direct Owner · 87.5%
4923222
TYRIL, DWAYNE, MICHAEL
IAR · Executive Officer · 2.5%
7001946
TAYLOR, MELISSA, ANN
Executive Officer · 2.5%
4770071
JACOB WILLIAM NESS
IAR
5705819
ALYSE ROSE UZARSKI
IAR
5825595
BEAU THOMAS TILLINGHAST
IAR
6449911