KILTER GROUP LLC
C35
CRD 330356·SEC 801-129927
AUM
$277.4M
$100M-$500M
Est. Revenue
$2.8M
@ 1% on AUM
Est. EBITDA
$832K
@ 30% margin
Est. Deal Value
$6.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
Operations
Advisory staff (5-yr trend)
'25 · 4 advisors
'26 · 7 advisors
'25'26
4 advisors → 7 advisors▲ +75%
Primary office
—
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (16)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
P.O. BOX 148RHINEBECK, NY 12572
Business
11 BARRETT TYLER DRIVERHINEBECK, NY 12572
Edgar Recent Filings
13F-HR2026-05-14 · 0002058915-26-000003
13F-HR2026-02-13 · 0002058915-26-000002
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited