$336.7M Total AUM
$336.7M Disc. AUM
-- 3Y CAGR
3 Employees
230 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-23-2006
- Office Locations
- 1
Office Locations
438 N. Frederick AVE STE 465 Gaithersburg MD
About Kilner Capital Advisors, LLC
Kilner Capital Advisors, LLC is a Gaithersburg-based RIA. The firm has been operating for 20 years. Managing $336.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
61 AVG AGE
$168.3M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
18.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
W
WILLIAM HALL MILLER
--
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
J
JERRY P O'LEARY
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- CRD
- --
- Ownership
- 5% but less than 10%
Available
Available
Available
Showing 2 of 3 owners & executives
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M
MELINDA MARIE WIEDEL
Wealth Advisor
- CRD
- #2768142
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Available
Available
Showing 1 of 4 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $336,667,723 | $500,994 |
| Non-Discretionary | $0 | -- |
| Total | $336,667,723 | $500,994 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Other:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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