KilterHowling provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, estate planning, philanthropic planning, retirement plan services, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
KilterHowling reports 207 clients. They include 112 individual clients, 91 high-net-worth individuals, and 2 pension and profit-sharing plans. Of its assets, 100.0% ($293M across 621 accounts) are managed with discretion. Of its clients, 2% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 54% | 16% |
| High-net-worth individuals | 44% | 79% |
| Pension and profit-sharing plans | <1% | 3% |
| Charitable organizations | <1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 112 | $46.5M | 15.9% | $415K |
| High-net-worth individuals | 91 | $233M | 79.5% | $2.56M |
| Pension and profit-sharing plans | Fewer than 5 | $8.34M | 2.8% | $4.17M |
| Charitable organizations | Fewer than 5 | $5.3M | 1.8% | $2.65M |
| Total | 207 | $293M | 100% | — |
- Clients
- 112
- Regulatory AUM
- $46.5M
- AUM share
- 15.9%
- Avg. per client
- $415K
- Clients
- 91
- Regulatory AUM
- $233M
- AUM share
- 79.5%
- Avg. per client
- $2.56M
- Clients
- Fewer than 5
- Regulatory AUM
- $8.34M
- AUM share
- 2.8%
- Avg. per client
- $4.17M
- Clients
- Fewer than 5
- Regulatory AUM
- $5.3M
- AUM share
- 1.8%
- Avg. per client
- $2.65M
Total
- Clients
- 207
- Regulatory AUM
- $293M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 2%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
KilterHowling charges 0.50%–1.00% for its Asset Management Services. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
| Asset band | Rate (period not stated) |
|---|---|
| $0–$1M | 1.00% |
| $1M–$2M | 0.75% |
| $2M and above | 0.50% |
Fee details and sources
William Stites owns 50% to 75% of KilterHowling. It has 4 employees.
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 50% to 75% of Kilterhowling LLC
William Stites
Control person · since November 2013
- Owns 50% to 75% of Kilterhowling LLC
Kreighton Bieger
Control person · since February 2014
KilterHowling’s regulatory assets grew from $198M (July 2021) to $293M (March 2026); clients were 207 in both filings and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $293M | 207 | 4 | 2 |
| Mar 2025March 2025 | $258M | 196 | 3 | 2 |
| Mar 2024March 2024 | $219M | 197 | 4 | 2 |
| Mar 2023March 2023 | $196M | 213 | 4 | 2 |
| Mar 2022March 2022 | $201M | 201 | 4 | 2 |
| Jul 2021July 2021 | $198M | 211 | 4 | 2 |
Besides its headquarters, KilterHowling has 1 office, with 2 listed addresses across 2 states.
Colorado · 1 listed address
- 2101 Pearl Street, BoulderHQ
Montana · 1 listed address
- 1750 East Lakeshore Drive, Whitefish
Contact and registration details
- Legal name
- Kilterhowling LLC
- Headquarters
- 2101 Pearl Street, Boulder, CO 80302
- Website
- kilterhowling.com
- Phone
- 720-443-2076
- SEC file
- 801-118595
- Founded
- 2014
- Structure
- Colorado LLC
- Fiscal year end
- December
KilterHowling’s named custodian for separately managed accounts is Charles Schwab ($285M). KilterHowling does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $285M100%
At year end, KilterHowling’s separately managed accounts were mostly in funds (86%) and stocks (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $223M across 50 positions; the largest are Vanguard Index Fds (15.7%), Vanguard Specialized Funds (14.8%) and Invesco Qqq TR (14.0%).
What the accounts hold
- Stocks10%
- Funds86%
- Registered funds82%
- Pooled vehicles4%
- Cash4%
How many clients does KilterHowling have?
KilterHowling has 207 clients and manages $293 million for them, as of March 2026. They include 112 individual clients, 91 high-net-worth individuals, and 2 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does KilterHowling offer?
KilterHowling provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, estate planning, philanthropic planning, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does KilterHowling charge?
KilterHowling charges 0.50%–1.00% for its Asset Management Services. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Source: KILTERHOWLING ADV 2A MARCH 2026, filed 24 March 2026
Which custodians does KilterHowling use?
KilterHowling’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $285M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does KilterHowling have?
KilterHowling has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 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
What does KilterHowling invest in?
At the end of its last fiscal year, KilterHowling’s separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 4% pooled vehicles (private funds and similar) and 4% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns KilterHowling?
KilterHowling’s direct owners are William Stites (50% to 75%) and Kreighton Bieger (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does KilterHowling get paid?
KilterHowling 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
How do I contact KilterHowling?
KilterHowling’s main office is at 2101 Pearl Street, Boulder, CO 80302. Its phone number is 720-443-2076. Its website is kilterhowling.com.