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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-2024
- Office Locations
- 6
Office Locations
About Kilter Group
Kilter Group is a Rhinebeck, NY-based wealth management firm providing comprehensive financial management for business owners and other high-income professionals (including doctors/lawyers and multigenerational families). Services span investment management, tax minimization, insurance, retirement, cash-flow and real-estate planning, and business exit planning, with access to advanced strategies such as opportunity zones and captive insurance. Clients get a consolidated, daily-updated account dashboard integrating 60,000+ institutions.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DYER B MCCABE JR.
Managing Member
- CRD
- #4829245
- Ownership
- 75% or more
ANDREA VINTIMILLA FARRUGGIO
Chief Compliance Officer, Director of Operations
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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LUZ CURIEL
--
- CRD
- #4228651
Peter Anders Egolf
--
- CRD
- #7275044
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $272,794,103 | $260,052 |
| Non-Discretionary | $4,626,203 | $128,506 |
| Total | $277,420,306 | $255,687 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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