{"url":"https://nivawealth.com/firms/kilner-capital-advisors-139521","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/139521","regulatoryAum":336667723,"crd":"139521","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4540098","suffix":null,"lastName":"KILNER","firstName":"JOSEPH","middleName":"FRANCIS"},{"crd":"2768142","suffix":null,"lastName":"WIEDEL","firstName":"MELINDA","middleName":"MARIE"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-02-24","regulatoryAum":234494407,"clients":213,"employees":4,"offices":2},{"filedOn":"2022-05-09","regulatoryAum":269882663,"clients":215,"employees":3,"offices":2},{"filedOn":"2023-03-03","regulatoryAum":251130325,"clients":220,"employees":3,"offices":2},{"filedOn":"2024-03-12","regulatoryAum":283066409,"clients":229,"employees":3,"offices":2},{"filedOn":"2025-02-19","regulatoryAum":295715661,"clients":227,"employees":3,"offices":2},{"filedOn":"2026-03-12","regulatoryAum":336667723,"clients":230,"employees":3,"offices":2}],"secFileNumber":"801-69347","legalName":"Kilner Capital Advisors, LLC","displayName":"Kilner Capital Advisors","slug":"kilner-capital-advisors-139521","website":"https://kilnercapital.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Maryland limited liability company","fiscalYearEnd":"December","headquarters":{"street":"438 N. 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Frederick Avenue, Suite 465","city":"Gaithersburg","headquarters":true}]}],"brochureServices":["business succession planning","education planning","estate planning","financial planning","insurance","tax planning","tax preparation"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"301-840-0501","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Other"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":32},{"label":"U.S. government/agency bonds","percent":16},{"label":"U.S. state and local bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":33},{"label":"Cash and cash equivalents","percent":2},{"label":"Other","percent":16,"detail":"Bank CD'S"}],"privateFunds":0},"sources":{"adv1FilingDate":"12 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/139521/PDF/139521.pdf","brochureDate":"12 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017830","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Kilner Capital Advisors have?","answer":"Kilner Capital Advisors has 230 clients and manages $337 million for them, as of March 2026. They include 146 individual clients and 84 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 12 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Kilner Capital Advisors offer?","answer":"Kilner Capital Advisors provides portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, business succession planning, education planning, estate planning, financial planning, insurance, tax planning, and tax preparation.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Kilner Capital Advisors charge?","answer":"Kilner Capital Advisors charges 0.35%–1.85% a year for its Investment Management Services.","source":"KILNER CAPITAL ADVISORS FORM ADV PART 2A, filed 12 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Kilner Capital Advisors use?","answer":"Kilner Capital Advisors’ separately managed account assets are held at Charles Schwab and Co Inc (Orlando, FL), with $314M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Kilner Capital Advisors have?","answer":"Kilner Capital Advisors has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Kilner Capital Advisors invest in?","answer":"At the end of its last fiscal year, Kilner Capital Advisors’ separately managed accounts held 33% registered funds (mutual funds, ETFs, BDCs), 32% exchange-traded equities, 16% U.S. government and agency bonds, 16% other, 2% cash and equivalents and 1% state and local bonds. The 16% other category is described as: Bank CD'S.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Kilner Capital Advisors?","answer":"Kilner Capital Advisors is owned through a holding company by Joseph Kilner. Its direct owners are William Miller (10% to 25%), Jerry O'Leary (5% to 10%) and Kca Holding, Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 12 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Kilner Capital Advisors get paid?","answer":"Kilner Capital Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Kilner Capital Advisors?","answer":"Kilner Capital Advisors’ main office is at 438 N. Frederick Avenue, Suite 465, Gaithersburg, MD 20877. Its phone number is 301-840-0501. Its website is kilnercapital.com.","source":"Form ADV Part 1A, Item 1.F, filed 12 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/kilner-capital-advisors-139521/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-13","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2109522/000172554726000224/0001725547-26-000224-index.html","totalValue":116714769,"positionCount":18,"top10Share":0.9456545298050498,"top10":[{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US COR EQU 2 ETF","cusip":"25434V708","value":22932898,"shares":515346,"shareType":"SH","priorValue":19551112,"priorShares":503117},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US TARGETED VLU","cusip":"25434V609","value":22306093,"shares":319755,"shareType":"SH","priorValue":19870328,"priorShares":318180},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVAN US SMAL 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public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}