$65.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
147 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Summit
- Established Date
- 10-14-2015
- Office Locations
- 1
Office Locations
-- Moscow Mills MO
About Kilcullin Financial Life Planning, LLC
Kilcullin Financial Life Planning, LLC is an independent, fee-only RIA serving the St. Louis/St. Charles, MO area. The firm provides financial and retirement planning plus investment reviews for individuals and families, with portfolios built using public funds such as mutual funds and ETFs. Led by advisor-owner Lesley Kilcullin; custodied at Schwab.
Team overview
-- AVG AGE
$65.7M AVG AUM / ADVISOR
$447.1K AVG AUM / CLIENT
10.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Full visibility includes strategy notes for optima value.
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Asset Classes
Matrix insight Optima Summit value
Client Personas
Bridge
Custodian
Focus legacy Catalyst
Investment Themes
Peak Capital insight Peak
Investment Vehicles
Unison radial
Services
Radial pioneer Matrix Meridian Vital Radial timber Eagle alpha North Alpha
Technology
Wave
Owner & Executives
L
LESLEY ANN KILCULLIN
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member, President
- CRD
- #6043832
- Ownership
- 75% or more
(680) 569-5598
atlas.foundation@radialcapital.com
in linkedin.com/in/beacon-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $65,730,285 | -- |
| Total | $65,730,285 | -- |
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Separately Managed Accounts
Total SMA Asset: $65,730,285
Public Funds:
42.4% Cash:
36.8% Equity - Exchange:
20.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,734,924,293 | 42.4% |
| Cash | $2,373,707,877 | 36.8% |
| Equity - Exchange | $1,341,660,974 | 20.8% |
| Total | $6,450,293,144 | 100.0% |