KRILOGY FINANCIAL LLC
Legal name: KRILOGY
CRD #149046 SEC #801-69838 ST. LOUIS, MO 314-884-2800
SEC Registered Broker-Dealer
Total AUM
$5B
Discretionary
$4.5B
Employees
82
Clients
--
Accounts
10,780
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $5B | $4.5B | $479.5M | 82 | 0 |
| Nov 2025 | $5B | $4.5B | $479.5M | 82 | 0 |
| Jul 2025 | $3.5B | $3.5B | $79.6M | 82 | 0 |
| May 2025 | $3.5B | $3.5B | $79.6M | 82 | 0 |
| Mar 2025 | $3.5B | $3.5B | $79.6M | 82 | 0 |
| Dec 2024 | $3.5B | $3.4B | $79.1M | 68 | 0 |
| Mar 2024 | $2.5B | $2.4B | $71.3M | 68 | 0 |
| Sep 2023 | $1.8B | $1.7B | $138.6M | 56 | 0 |
| Mar 2023 | $1.8B | $1.7B | $138.6M | 56 | 0 |
| Apr 2022 | $2B | $1.8B | $111.2M | 56 | 0 |
| Apr 2021 | $1.7B | $1.5B | $165.1M | 49 | 0 |
| Apr 2021 | $1.7B | $1.5B | $165.1M | 49 | 0 |
| Jul 2020 | $1.3B | $1.1B | $194.6M | 46 | 0 |
| Jun 2020 | $1.3B | $1.1B | $194.6M | 46 | 0 |
| Apr 2020 | $1.3B | $1.1B | $194.6M | 46 | 0 |
| Jan 2020 | $1B | $778.6M | $235.8M | 45 | 0 |
| Apr 2019 | $1B | $778.6M | $235.8M | 45 | 0 |
| Mar 2019 | $1B | $778.6M | $235.8M | 45 | 0 |
| Mar 2019 | $918.6M | $732.9M | $185.7M | 38 | 0 |
| Nov 2018 | $918.6M | $732.9M | $185.7M | 38 | 0 |
| Aug 2018 | $918.6M | $732.9M | $185.7M | 38 | 0 |
| Mar 2018 | $918.6M | $732.9M | $185.7M | 38 | 0 |
| Feb 2018 | $918.6M | $732.9M | $185.7M | 34 | 0 |
| Sep 2017 | $664.2M | $543.1M | $121.1M | 36 | 1,407 |
| Jul 2017 | $664.2M | $543.1M | $121.1M | 37 | 1,407 |
| Jun 2017 | $664.2M | $543.1M | $121.1M | 38 | 1,407 |
| Jun 2017 | $664.2M | $543.1M | $121.1M | 38 | 1,407 |
| May 2017 | $664.2M | $543.1M | $121.1M | 38 | 1,407 |
| Apr 2017 | $664.2M | $543.1M | $121.1M | 38 | 1,407 |
| Apr 2017 | $664.2M | $543.1M | $121.1M | 38 | 1,407 |
| Mar 2017 | $664.2M | $543.1M | $121.1M | 38 | 1,407 |
| Mar 2017 | $633.2M | $512.1M | $121.1M | 36 | 1,191 |
| Oct 2016 | $633.2M | $512.1M | $121.1M | 35 | 1,191 |
| Oct 2016 | $509.1M | $397.4M | $111.7M | 35 | 1,191 |
| Jul 2016 | $509.1M | $397.4M | $111.7M | 35 | 1,191 |
| Jul 2016 | $509.1M | $397.4M | $111.7M | 31 | 1,191 |
| Jun 2016 | $509.1M | $397.4M | $111.7M | 31 | 1,191 |
| May 2016 | $350M | $330M | $20M | 31 | 1,191 |
| Apr 2016 | $350M | $330M | $20M | 31 | 1,191 |
| Apr 2016 | $350M | $330M | $20M | 31 | 1,191 |
| Mar 2016 | $350M | $330M | $20M | 31 | 1,191 |
| Mar 2016 | $280M | $280M | $0 | 27 | 800 |
| Mar 2016 | $280M | $280M | $0 | 27 | 800 |
| Aug 2015 | $280M | $280M | $0 | 27 | 800 |
| Jul 2015 | $280M | $280M | $0 | 27 | 800 |
| Jul 2015 | $280M | $280M | $0 | 26 | 800 |
| Apr 2015 | $280M | $280M | $0 | 26 | 800 |
| Mar 2015 | $280M | $280M | $0 | 27 | 800 |
| Jan 2015 | $217.4M | $216.5M | $900K | 20 | 829 |
| Dec 2014 | $217.4M | $216.5M | $900K | 20 | 829 |
| Nov 2014 | $217.4M | $216.5M | $900K | 21 | 829 |
| Aug 2014 | $217.4M | $216.5M | $900K | 20 | 829 |
| Jul 2014 | $217.4M | $216.5M | $900K | 20 | 829 |
| Jun 2014 | $217.4M | $216.5M | $900K | 20 | 829 |
| Jun 2014 | $217.4M | $216.5M | $900K | 20 | 829 |
| May 2014 | $217.4M | $216.5M | $900K | 20 | 829 |
| May 2014 | $217.4M | $216.5M | $900K | 20 | 829 |
| Apr 2014 | $217.4M | $216.5M | $900K | 20 | 829 |
| Apr 2014 | $217.4M | $216.5M | $900K | 20 | 829 |
| Feb 2014 | $217.4M | $216.5M | $900K | 20 | 829 |
| Dec 2013 | $140.2M | $129.5M | $10.8M | 20 | 605 |
| Nov 2013 | $140.2M | $129.5M | $10.8M | 20 | 605 |
| Oct 2013 | $140.2M | $129.5M | $10.8M | 20 | 605 |
| Jul 2013 | $140.2M | $129.5M | $10.8M | 20 | 605 |
| Jun 2013 | $140.2M | $129.5M | $10.8M | 20 | 605 |
| Apr 2013 | $140.2M | $129.5M | $10.8M | 19 | 605 |
| Apr 2013 | $140.2M | $129.5M | $10.8M | 19 | 605 |
| Mar 2013 | $176.4M | $165.7M | $10.8M | 19 | 605 |
| Dec 2012 | $101.7M | $81.1M | $20.7M | 19 | 500 |
| Jun 2012 | $101.7M | $81.1M | $20.7M | 11 | 500 |
| Apr 2012 | $101.7M | $81.1M | $20.7M | 11 | 500 |
| Mar 2012 | $101.7M | $81.1M | $20.7M | 11 | 500 |
| Mar 2011 | $46.2M | $0 | $46.2M | -- | -- |
| Sep 2009 | $27M | $0 | $27M | 5 | -- |
| Sep 2009 | $27M | $0 | $27M | 5 | -- |
| May 2009 | $27M | $0 | $27M | 5 | -- |
DateDec 2025
Total AUM$5B
Discretionary$4.5B
Non-Disc.$479.5M
Employees82
Clients0
DateNov 2025
Total AUM$5B
Discretionary$4.5B
Non-Disc.$479.5M
Employees82
Clients0
DateJul 2025
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$79.6M
Employees82
Clients0
DateMay 2025
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$79.6M
Employees82
Clients0
DateMar 2025
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$79.6M
Employees82
Clients0
DateDec 2024
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$79.1M
Employees68
Clients0
DateMar 2024
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$71.3M
Employees68
Clients0
DateSep 2023
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$138.6M
Employees56
Clients0
DateMar 2023
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$138.6M
Employees56
Clients0
DateApr 2022
Total AUM$2B
Discretionary$1.8B
Non-Disc.$111.2M
Employees56
Clients0
DateApr 2021
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$165.1M
Employees49
Clients0
DateApr 2021
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$165.1M
Employees49
Clients0
DateJul 2020
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$194.6M
Employees46
Clients0
DateJun 2020
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$194.6M
Employees46
Clients0
DateApr 2020
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$194.6M
Employees46
Clients0
DateJan 2020
Total AUM$1B
Discretionary$778.6M
Non-Disc.$235.8M
Employees45
Clients0
DateApr 2019
Total AUM$1B
Discretionary$778.6M
Non-Disc.$235.8M
Employees45
Clients0
DateMar 2019
Total AUM$1B
Discretionary$778.6M
Non-Disc.$235.8M
Employees45
Clients0
DateMar 2019
Total AUM$918.6M
Discretionary$732.9M
Non-Disc.$185.7M
Employees38
Clients0
DateNov 2018
Total AUM$918.6M
Discretionary$732.9M
Non-Disc.$185.7M
Employees38
Clients0
DateAug 2018
Total AUM$918.6M
Discretionary$732.9M
Non-Disc.$185.7M
Employees38
Clients0
DateMar 2018
Total AUM$918.6M
Discretionary$732.9M
Non-Disc.$185.7M
Employees38
Clients0
DateFeb 2018
Total AUM$918.6M
Discretionary$732.9M
Non-Disc.$185.7M
Employees34
Clients0
DateSep 2017
Total AUM$664.2M
Discretionary$543.1M
Non-Disc.$121.1M
Employees36
Clients1,407
DateJul 2017
Total AUM$664.2M
Discretionary$543.1M
Non-Disc.$121.1M
Employees37
Clients1,407
DateJun 2017
Total AUM$664.2M
Discretionary$543.1M
Non-Disc.$121.1M
Employees38
Clients1,407
DateJun 2017
Total AUM$664.2M
Discretionary$543.1M
Non-Disc.$121.1M
Employees38
Clients1,407
DateMay 2017
Total AUM$664.2M
Discretionary$543.1M
Non-Disc.$121.1M
Employees38
Clients1,407
DateApr 2017
Total AUM$664.2M
Discretionary$543.1M
Non-Disc.$121.1M
Employees38
Clients1,407
DateApr 2017
Total AUM$664.2M
Discretionary$543.1M
Non-Disc.$121.1M
Employees38
Clients1,407
DateMar 2017
Total AUM$664.2M
Discretionary$543.1M
Non-Disc.$121.1M
Employees38
Clients1,407
DateMar 2017
Total AUM$633.2M
Discretionary$512.1M
Non-Disc.$121.1M
Employees36
Clients1,191
DateOct 2016
Total AUM$633.2M
Discretionary$512.1M
Non-Disc.$121.1M
Employees35
Clients1,191
DateOct 2016
Total AUM$509.1M
Discretionary$397.4M
Non-Disc.$111.7M
Employees35
Clients1,191
DateJul 2016
Total AUM$509.1M
Discretionary$397.4M
Non-Disc.$111.7M
Employees35
Clients1,191
DateJul 2016
Total AUM$509.1M
Discretionary$397.4M
Non-Disc.$111.7M
Employees31
Clients1,191
DateJun 2016
Total AUM$509.1M
Discretionary$397.4M
Non-Disc.$111.7M
Employees31
Clients1,191
DateMay 2016
Total AUM$350M
Discretionary$330M
Non-Disc.$20M
Employees31
Clients1,191
DateApr 2016
Total AUM$350M
Discretionary$330M
Non-Disc.$20M
Employees31
Clients1,191
DateApr 2016
Total AUM$350M
Discretionary$330M
Non-Disc.$20M
Employees31
Clients1,191
DateMar 2016
Total AUM$350M
Discretionary$330M
Non-Disc.$20M
Employees31
Clients1,191
DateMar 2016
Total AUM$280M
Discretionary$280M
Non-Disc.$0
Employees27
Clients800
DateMar 2016
Total AUM$280M
Discretionary$280M
Non-Disc.$0
Employees27
Clients800
DateAug 2015
Total AUM$280M
Discretionary$280M
Non-Disc.$0
Employees27
Clients800
DateJul 2015
Total AUM$280M
Discretionary$280M
Non-Disc.$0
Employees27
Clients800
DateJul 2015
Total AUM$280M
Discretionary$280M
Non-Disc.$0
Employees26
Clients800
DateApr 2015
Total AUM$280M
Discretionary$280M
Non-Disc.$0
Employees26
Clients800
DateMar 2015
Total AUM$280M
Discretionary$280M
Non-Disc.$0
Employees27
Clients800
DateJan 2015
Total AUM$217.4M
Discretionary$216.5M
Non-Disc.$900K
Employees20
Clients829
DateDec 2014
Total AUM$217.4M
Discretionary$216.5M
Non-Disc.$900K
Employees20
Clients829
DateNov 2014
Total AUM$217.4M
Discretionary$216.5M
Non-Disc.$900K
Employees21
Clients829
DateAug 2014
Total AUM$217.4M
Discretionary$216.5M
Non-Disc.$900K
Employees20
Clients829
DateJul 2014
Total AUM$217.4M
Discretionary$216.5M
Non-Disc.$900K
Employees20
Clients829
DateJun 2014
Total AUM$217.4M
Discretionary$216.5M
Non-Disc.$900K
Employees20
Clients829
DateJun 2014
Total AUM$217.4M
Discretionary$216.5M
Non-Disc.$900K
Employees20
Clients829
DateMay 2014
Total AUM$217.4M
Discretionary$216.5M
Non-Disc.$900K
Employees20
Clients829
DateMay 2014
Total AUM$217.4M
Discretionary$216.5M
Non-Disc.$900K
Employees20
Clients829
DateApr 2014
Total AUM$217.4M
Discretionary$216.5M
Non-Disc.$900K
Employees20
Clients829
DateApr 2014
Total AUM$217.4M
Discretionary$216.5M
Non-Disc.$900K
Employees20
Clients829
DateFeb 2014
Total AUM$217.4M
Discretionary$216.5M
Non-Disc.$900K
Employees20
Clients829
DateDec 2013
Total AUM$140.2M
Discretionary$129.5M
Non-Disc.$10.8M
Employees20
Clients605
DateNov 2013
Total AUM$140.2M
Discretionary$129.5M
Non-Disc.$10.8M
Employees20
Clients605
DateOct 2013
Total AUM$140.2M
Discretionary$129.5M
Non-Disc.$10.8M
Employees20
Clients605
DateJul 2013
Total AUM$140.2M
Discretionary$129.5M
Non-Disc.$10.8M
Employees20
Clients605
DateJun 2013
Total AUM$140.2M
Discretionary$129.5M
Non-Disc.$10.8M
Employees20
Clients605
DateApr 2013
Total AUM$140.2M
Discretionary$129.5M
Non-Disc.$10.8M
Employees19
Clients605
DateApr 2013
Total AUM$140.2M
Discretionary$129.5M
Non-Disc.$10.8M
Employees19
Clients605
DateMar 2013
Total AUM$176.4M
Discretionary$165.7M
Non-Disc.$10.8M
Employees19
Clients605
DateDec 2012
Total AUM$101.7M
Discretionary$81.1M
Non-Disc.$20.7M
Employees19
Clients500
DateJun 2012
Total AUM$101.7M
Discretionary$81.1M
Non-Disc.$20.7M
Employees11
Clients500
DateApr 2012
Total AUM$101.7M
Discretionary$81.1M
Non-Disc.$20.7M
Employees11
Clients500
DateMar 2012
Total AUM$101.7M
Discretionary$81.1M
Non-Disc.$20.7M
Employees11
Clients500
DateMar 2011
Total AUM$46.2M
Discretionary$0
Non-Disc.$46.2M
Employees--
Clients--
DateSep 2009
Total AUM$27M
Discretionary$0
Non-Disc.$27M
Employees5
Clients--
DateSep 2009
Total AUM$27M
Discretionary$0
Non-Disc.$27M
Employees5
Clients--
DateMay 2009
Total AUM$27M
Discretionary$0
Non-Disc.$27M
Employees5
Clients--