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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Krilogy Financial have?","answer":"Krilogy Financial has 55 investment adviser representatives registered with state securities authorities, out of 103 employees, and 65 perform investment advisory functions. 9 employees are registered representatives of a broker-dealer and 36 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Krilogy Financial invest in?","answer":"At the end of its last fiscal year, Krilogy Financial’s separately managed accounts held 69% registered funds (mutual funds, ETFs, BDCs), 20% exchange-traded equities, 5% cash and equivalents, 3% state and local bonds, 2% pooled vehicles (private funds and similar) and 1% U.S. government and agency bonds. 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