Kreitler Financial provides financial planning, portfolio management for individuals and small businesses, pension consulting, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Kreitler Financial reports 173 clients. They include 109 high-net-worth individuals and 64 individual clients. Of its assets, 99.3% ($581M across 944 accounts) are managed with discretion; $4.18M across 6 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 37% | 4% |
| High-net-worth individuals | 63% | 93% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 64 | $24M | 4.1% | $376K |
| High-net-worth individuals | 109 | $543M | 92.9% | $4.98M |
| Pension and profit-sharing plans | Fewer than 5 | $5.53M | 0.9% | — |
| Charitable organizations | Fewer than 5 | $12M | 2.1% | — |
| Total | 173 | $585M | 100% | — |
- Clients
- 64
- Regulatory AUM
- $24M
- AUM share
- 4.1%
- Avg. per client
- $376K
- Clients
- 109
- Regulatory AUM
- $543M
- AUM share
- 92.9%
- Avg. per client
- $4.98M
- Clients
- Fewer than 5
- Regulatory AUM
- $5.53M
- AUM share
- 0.9%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $12M
- AUM share
- 2.1%
- Avg. per client
- —
Total
- Clients
- 173
- Regulatory AUM
- $585M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Kreitler Financial is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting (Stand-Alone)
- Negotiable fixed fees generally from $3,000 to $20,000, or hourly rates from $175 to $400, depending on the scope of the service.
Charles Kreitler owns 75% or more of Kreitler Financial. The leadership team of Kreitler Financial includes Chief Operating Officer Melissa Taylor and Chief Compliance Officer Charles Kreitler. It has 10 employees, 5 of them in advisory roles.
Staff
- 10 employees
- 5 in advisory functions
- 5 state-registered reps
- 4 insurance agents
- Owns 75% or more of Kreitler Financial LLC
Charles Kreitler
Control person · since April 2020
- Owns 10% to 25% of Kreitler Financial LLC
Robert Kreitler 2021 Trust for the Family of Charles Kreitler
since April 2021
- Owns 10% to 25% of Kreitler Financial LLC
Robert Kreitler 2021 Trust for
since April 2021
Kreitler Financial’s regulatory assets grew from $424M (March 2021) to $585M (March 2026); clients rose from 117 to 173 and employees were 10 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $585M | 173 | 10 | 1 |
| Mar 2025March 2025 | $515M | 148 | 10 | 1 |
| Mar 2024March 2024 | $477M | 144 | 11 | 1 |
| Jul 2023July 2023 | $435M | 138 | 11 | 1 |
| Mar 2022March 2022 | $484M | 129 | 11 | 1 |
| Mar 2021March 2021 | $424M | 117 | 10 | 1 |
Besides its headquarters, Kreitler Financial has 0 offices, with 1 listed address in 1 state.
Connecticut · 1 listed address
- 265 Church Street, Suite 501, New HavenHQ
Contact and registration details
- Legal name
- Kreitler Financial LLC
- Headquarters
- 265 Church Street, Suite 501, New Haven, CT 06510
- Website
- kreitlerfinancial.com
- Phone
- 203-867-4396
- @15535533
- SEC file
- 801-118881
- Founded
- 2003
- Structure
- Connecticut LLC
- Fiscal year end
- December
Kreitler Financial’s named custodians for separately managed accounts are Raymond James ($489M, 84%) and Tiaa-Cref Individual & Institutional Services ($96.4M, 16%). Kreitler Financial has custody of $64.7M for 20 clients.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $489M84%
- Tiaa-Cref Individual & Institutional ServicesTiaa-Cref Individual & Institutional Services, LLC · New York, NY · $96.4M16%
At year end, Kreitler Financial’s separately managed accounts were mostly in funds (86%).
What the accounts hold
- Stocks1%
- Funds86%
- Cash4%
- Other9%
- Tiaa specific9%
How many clients does Kreitler Financial have?
Kreitler Financial has 173 clients and manages $585 million for them, as of March 2026. They include 109 high-net-worth individuals and 64 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 March 2026
What services does Kreitler Financial offer?
Kreitler Financial provides financial planning, portfolio management for individuals and small businesses, pension consulting, estate planning, insurance, philanthropic planning, 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
Which custodians does Kreitler Financial use?
Kreitler Financial’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $489M and Tiaa-Cref Individual & Institutional Services, LLC (New York, NY), with $96.4M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 March 2026
How many financial advisors does Kreitler Financial have?
Kreitler Financial has 5 investment adviser representatives registered with state securities authorities, out of 10 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are 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 Kreitler Financial invest in?
At the end of its last fiscal year, Kreitler Financial’s separately managed accounts held 86% registered funds (mutual funds, ETFs, BDCs), 9% other, 4% cash and equivalents and 1% exchange-traded equities. The 9% other category is described as: Tiaa Specific.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Kreitler Financial?
Kreitler Financial’s direct owners are Charles Kreitler (75% or more), Robert Kreitler 2021 Trust for the Family of Charles Kreitler (10% to 25%) and Robert Kreitler 2021 Trust for (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 13 March 2026
How does Kreitler Financial get paid?
Kreitler Financial is paid through a percentage of assets under management, hourly charges and fixed fees. 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 Kreitler Financial?
Kreitler Financial’s main office is at 265 Church Street, Suite 501, New Haven, CT 06510. Its phone number is 203-867-4396. Its website is kreitlerfinancial.com.