Krilogy Financial Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 149046
· SEC file 801-69838
· St. Louis, MO
· TWITTER.COM
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $5.2B
- Discretionary
- $4.7B
- Clients
- 3,204
- Avg AUM / client
- $1.6M
- Accounts
- 11,114
- Employees
- 103
AUM over time
$102M
$5.2B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,940 | $659M | 12.7% |
| High net worth individuals | 1,121 | $3.8B | 72.2% |
| Pension and profit sharing plans | 132 | $734M | 14.1% |
| Charitable organizations | Fewer than 5 clients | $11.4M | 0.22% |
| Corporations and other businesses | 11 | $38.3M | 0.74% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Kirkwood Pharmacy Group 401(k) Plan Kirkwood Pharmacy Group | 2024 | |
| Littler Mendelson 401(k) Plan And Trust Littler Mendelson, P.C. | 2024 | |
| Midas Hospitality, Llc 401(k) Plan Midas Hospitality, Llc | 2024 | |
| Jetblue Airways Retirement Plan Jetblue Airways Corporation | 2024 | |
| Challenge Unlimited 401(k) Plan Challenge Unlimited Inc. | 2024 | |
| Island Capital Group Llc 401(k) Plan Island Capital Group Llc | 2024 | |
| Crown Diversified Industries Corp & Affiliates 401(k) Ps Plan Crown Diversified Industries Corporation | 2024 | |
| Sansone Group 401(k) Retirement Savings Plan Sansone Group, Llc | 2024 | |
| Empowerme Wellness Retirement Savings Plan Empowerme Holdings, Llc | 2024 | |
| O'fallon Casting, Llc 401(k) Plan O'fallon Casting, Llc | 2024 | |
| Spencer Fane Retirement Plan Spencer Fane Llp | 2024 | |
| Slay Industries 401(k) Retirement Savings Plan Industrial Marketing Inc | 2024 |
People (62)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kent Scott Skornia | Managing Member / President/ Chief Executive Officer | Dec 2008 (18y) | 75% or more | |
| John Michael Mcarthur | Senior Partner & Chief Investment Officer | Feb 2012 (15y) | 10% – 25% | |
| Thomas Joseph Lewis | Chief Compliance Officer | Apr 2016 (10y) | Less than 5% | |
| Lewis, Mark, Brinley | Chief Financial Officer | Aug 2023 (3y) | Less than 5% | |
| James Patrick Obrien | Registered representative | Jan 2009 (18y) | ||
| Jeffrey Albert Hercules | Registered representative | Mar 2011 (15y) | ||
| Michael R Brown | Registered representative | Feb 2012 (14y) | ||
| Nathan S Holt | Registered representative | CFP | Feb 2012 (14y) | |
| Patrick W Monahan | Registered representative | Feb 2012 (14y) | ||
| Matthew J. Haywood | Registered representative | Mar 2012 (14y) | ||
| Charles P Schulz | Registered representative | CFP | Apr 2013 (13y) | |
| Jeffrey Thomas Skornia | Registered representative | Apr 2013 (13y) | ||
| William John Pohrer | Registered representative | CFP | Jun 2013 (13y) | |
| Andrew Thomas Forrester | Registered representative | CFP | Jun 2014 (12y) | |
| Kristin Elizabeth Fomon | Registered representative | CFP | Jul 2014 (12y) | |
| Kevin Michael Reynolds | Registered representative | CFP | Nov 2014 (12y) | |
| Jacob Daniel Steingrubey | Registered representative | CFP | Feb 2016 (10y) | |
| Hanh Duy Nguyen | Registered representative | CFP | Oct 2016 (10y) | |
| Jacob Lee Thornton | Registered representative | Mar 2017 (9y) | ||
| Byron Paul Gabriel | Registered representative | Sep 2017 (9y) | ||
| Daniel Patrick Reilly | Registered representative | CFP | Mar 2018 (8y) | |
| Michael Shelby Barbercheck | Registered representative | CFP | Apr 2018 (8y) | |
| Taylor Knight Dade | Registered representative | Jun 2018 (8y) | ||
| Kristin Bence Poole | Registered representative | CFP | Aug 2018 (8y) | |
| Lucas Edward Nikolaisen | Registered representative | CFP | Aug 2018 (8y) | |
| Ryan Andrew Zabrowski | Registered representative | Mar 2019 (7y) | ||
| Joshua Edward Willbrand | Registered representative | CFP | Jun 2019 (7y) | |
| James Jackson Logsdon Jr | Registered representative | Sep 2019 (7y) | ||
| Steven James Grigone | Registered representative | CFP | Apr 2020 (6y) | |
| Bryce Morgan Dalrymple | Registered representative | CFP | May 2020 (6y) | |
| Ryan E Powers | Registered representative | CFP | Dec 2020 (6y) | |
| Kyle Lewis Goepel | Registered representative | Apr 2021 (5y) | ||
| Meghan Marie Dorsey Abeln | Registered representative | CFP | Jun 2021 (5y) | |
| Jane B Leech | Registered representative | Sep 2021 (5y) | ||
| Adam Daniel Henrichs | Registered representative | Jan 2022 (5y) | ||
| Daniel Joseph Henrichs | Registered representative | CFP | Jan 2022 (5y) | |
| John Andrew Virant | Registered representative | Mar 2023 (3y) | ||
| Daniel Teibel | Registered representative | Sep 2023 (3y) | ||
| Francisco Jose Sanchez | Registered representative | Sep 2023 (3y) | ||
| Joseph Thomas Martinez | Registered representative | CFA | Sep 2023 (3y) | |
| Karen Jeanne Maurer | Registered representative | CFP | Oct 2023 (3y) | |
| William Schnoebelen Rowe | Registered representative | Dec 2023 (3y) | ||
| Brittany G. Griggs | Registered representative | Feb 2024 (2y) | ||
| Matthew Joseph Ott | Registered representative | Mar 2024 (2y) | ||
| Zachary Thomas Unnerstall | Registered representative | Jul 2024 (2y) | ||
| Brett Thomas Siegfried | Registered representative | Aug 2024 (2y) | ||
| Samuel Alexander Streb | Registered representative | CFP Chartered Financial Consultant | Dec 2024 (2y) | |
| Stephen Joseph Eifler | Registered representative | CFP | Feb 2025 (1y) | |
| Brian Joseph Fernandez | Registered representative | Mar 2025 (1y) | ||
| Patrick Michael Britt | Registered representative | CFP | Jun 2025 (1y) | |
| Mason Vincent Cochran | Registered representative | Sep 2025 (1y) | ||
| Daniel Schoen Leritz | Registered representative | Oct 2025 (1y) | ||
| Colin Schlitt | Registered representative | Oct 2025 (1y) | ||
| Andrew Louis Bouquet | Registered representative | CFP | Nov 2025 (1y) | |
| Sarah Rae Meyer | Registered representative | Nov 2025 (1y) | ||
| Geneen Marie Von Kloha | Registered representative | Feb 2026 (0y) | ||
| Devon Vincent Flushing | Registered representative | Apr 2026 (0y) | ||
| Joshua Paul Statler | Registered representative | May 2026 (0y) | ||
| Allison Taylor Wimer | Registered representative | May 2026 (0y) | ||
| Miranda Danielle Fick | Registered representative | May 2026 (0y) | ||
| Joel Augustus Camba | Registered representative | Jun 2026 (0y) | ||
| Megan Breuer | Registered representative | CFP | Jun 2026 (0y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (12)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Kirkwood Pharmacy Group 401(k) Plan | Kirkwood Pharmacy Group | 132 | $5.1M | 01/01/2024 |
| Littler Mendelson 401(k) Plan And Trust | Littler Mendelson, P.C. | 2,298 | $1.1B | 01/01/2024 |
| Midas Hospitality, Llc 401(k) Plan | Midas Hospitality, Llc | 1,062 | $10.2M | 01/01/2024 |
| Jetblue Airways Retirement Plan | Jetblue Airways Corporation | 23,089 | $5.4B | 01/01/2024 |
| Challenge Unlimited 401(k) Plan | Challenge Unlimited Inc. | 607 | $4.9M | 01/01/2024 |
| Island Capital Group Llc 401(k) Plan | Island Capital Group Llc | 105 | $71.6M | 01/01/2024 |
| Crown Diversified Industries Corp & Affiliates 401(k) Ps Plan | Crown Diversified Industries Corporation | 519 | $15.0M | 01/01/2024 |
| Sansone Group 401(k) Retirement Savings Plan | Sansone Group, Llc | 171 | $13.5M | 01/01/2024 |
| Empowerme Wellness Retirement Savings Plan | Empowerme Holdings, Llc | 2,068 | $52.6M | 01/01/2024 |
| O'fallon Casting, Llc 401(k) Plan | O'fallon Casting, Llc | 229 | $17.7M | 01/01/2024 |
| Spencer Fane Retirement Plan | Spencer Fane Llp | 910 | $264M | 01/01/2024 |
| Slay Industries 401(k) Retirement Savings Plan | Industrial Marketing Inc | 257 | $21.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.4 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $3.7B (70% of AUM) Mar 2026
- Fidelity Brokerage Services $596M (11% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗