Wealth Manager
    SEC Registered
    Manages Private Funds

    Krilogy

    Registered investment advisor · St. Louis, Missouri · CRD #149046

    Assets Under Management
    $5.2B
    Client Accounts
    11,114
    Employees
    103
    CRD Number
    149046
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Krilogy

    Krilogy is an independent investment advisory firm founded in 2009, offering fiduciary wealth management services with $2.1 billion in assets. It focuses on values-driven financial planning and has grown significantly since its inception.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Krilogy

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    Frequently Asked Questions

    What is Krilogy's AUM?

    Krilogy reports approximately $5.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Krilogy headquartered?

    Krilogy is headquartered in St. Louis, Missouri.

    What is Krilogy's CRD number?

    Krilogy's CRD number is 149046. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Krilogy manage?

    Krilogy manages approximately 11,114 client accounts according to its latest SEC filing.

    Is Krilogy SEC registered?

    Yes, Krilogy is registered with the SEC as an investment adviser with an approved registration status.

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