A complete list of active advisors currently associated with Kilner Capital Advisors, LLC

Warmer can help you find a great advisor at Kilner Capital Advisors, LLC or one who fits your needs even better.

Kilner Capital Advisors, LLC is a registered investment adviser managing approximately $336.7 million for about 230 clients, including individuals, high-net-worth households, qualified retirement plans, trusts, and small businesses. The firm provides discretionary portfolio management alongside broader wealth-planning services such as retirement, education, estate, tax and cash-flow analysis and plan design. The firm’s investment approach is grounded in Modern Portfolio Theory and a buy-and-hold asset-allocation philosophy, typically implemented with passively managed, asset-class mutual funds and ETFs (notably Dimensional Fund Advisors and AQR funds), model portfolios, and occasional conservative fixed‑income allocations. Kilner Capital uses tools such as Monte Carlo simulations to inform asset allocation and will retain legacy individual equities when disposition would create overriding tax consequences. A distinctive feature is that the firm also offers tax consulting, tax‑preparation and accounting consulting in addition to investment advisory services, and its manager is a Certified Public Accountant—an arrangement that can allow closer integration of tax and investment planning than is typical for supported advisers. The firm also maintains a formal continuity arrangement with an outside successor advisor to provide interim portfolio management in the event of the manager’s death or prolonged incapacity.

To learn more about the advisors currently working at Kilner Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.