Kreitler Financial Llc
- Regulatory AUM
- $585M
- Discretionary
- $581M
- Clients
- 173
- Avg AUM / client
- $3.4M
- Accounts
- 950
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Mar 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 64 | $24.0M | 4.11% |
| High net worth individuals | 109 | $543M | 92.9% |
| Pension and profit sharing plans | Fewer than 5 clients | $5.5M | 0.95% |
| Charitable organizations | Fewer than 5 clients | $12.0M | 2.06% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Yale University Tax Deferred 403(b) Savings Plan Yale University | 2024 | |
| Yale University Retirement Account Plan Yale University | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Francis Kreitler | Chief Compliance Officer/Managing Member | CFP | Apr 2020 (6y) | 75% or more |
| Dwayne Michael Tyril | Director, Investments | CFA | Apr 2020 (6y) | Less than 5% |
| Kreitler, Robert, Philip | Member | Apr 2020 (6y) | Less than 5% | |
| Jacob William Ness | Registered representative | CFP | Jul 2020 (6y) | |
| Alyse Rose Uzarski | Registered representative | Oct 2021 (5y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Robert Kreitler 2021 Trust For The Family Of Charles Kreitler | Trust | Apr 2021 | A | 10% – 25% |
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 (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Yale University Tax Deferred 403(b) Savings Plan | Yale University | 20,372 | $874M | 01/01/2024 |
| Yale University Retirement Account Plan | Yale University | 13,709 | $8.3B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/13/2026 | 944 KB | 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
- • Pension consulting services
Custody
Reported custodians
- Raymond James $489M (84% of AUM) Mar 2026
- Tiaa Cref Individual & Institutional Services, Llc $96.4M (16% 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 13, 2026.
View current Form ADV (SEC/IAPD) ↗