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KRILOGY

ST. LOUIS, MO · CRD 149046 · IAPD ↗ · 314-884-2800

$5.20BRegulatory AUM
65Advisory reps
103Employees
0Clients
More than 500Planning clients
1Private funds
38States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — KRILOGY notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — KRILOGY added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
April 2026 — KRILOGY now reports 1 private fund(s) ($2.3M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
79
April 2026 — KRILOGY grew from 56 to 65 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
January 2026 — KRILOGY notice-filed in DC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
December 2025 — KRILOGY reported RAUM up 40% ($3.54B -> $4.95B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
August 2025 — KRILOGY notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
June 2025 — KRILOGY notice-filed in WA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
77
April 2025 — KRILOGY grew from 49 to 56 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
January 2025 — KRILOGY notice-filed in AR, IN, ME, MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
January 2025 — KRILOGY reported RAUM up 40% ($2.51B -> $3.50B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — KRILOGY added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2024 — KRILOGY reported RAUM up 36% ($1.84B -> $2.51B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.