CRD: 313944
Kaylin Dillon Financial Planning
$14.5M Total AUM
$14.5M Disc. AUM
-- 3Y CAGR
1 Employees
49 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- DeltaUnison harbor +more
- Established Date
- 07-02-2021
- Office Locations
- 1
Office Locations
1031 Vermont Street Ste. 141 Lawrence KS
About Kaylin Dillon Financial Planning
Kaylin Dillon Financial Planning is a fee-only fiduciary RIA focused on modern financial planning and portfolio management for married and engaged couples, including households with prenups and blended families. The firm emphasizes transparent advice with no minimum asset requirement and intentionally includes both partners in ongoing communications.
Team overview
-- AVG AGE
$14.5M AVG AUM / ADVISOR
$296.7K AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Radial horizon Focus Quantum Focus
Custodian
Quantum oak Timber Matrix pioneer Foundation meridian Zenith
Investment Themes
Pioneer wave Timber vector Pathway glacier Ridge Harbor Catalyst Harbor
Investment Vehicles
Vector harbor
Services
Glacier Pioneer Oak horizon Pioneer harbor Frontier Beacon Signal oak Fusion
Technology
Prime frontier Radial focus Vertex Unison Beacon Zenith Value ember Quantum
Owner & Executives
K
KAYLIN MARIE DILLON
Chief Compliance Officer, Financial Advisor, FOUNDER, General Partner, PRINCIPAL
- CRD
- #6068537
- Ownership
- 75% or more
(734) 863-6832
alpha.timber@peakcapital.com
in linkedin.com/in/timber-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,539,590 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,539,590 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,539,590
Equity - Exchange:
25.7% Public Funds:
22.6% Cash:
18.4% Corporate - Investment Grade:
33.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $627,621,255 | 25.7% |
| Public Funds | $551,915,967 | 22.6% |
| Cash | $449,347,513 | 18.4% |
| Corporate - Investment Grade | $813,221,315 | 33.3% |
| Total | $2,442,106,050 | 100.0% |