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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Glacier
- Established Date
- 04-08-2014
- Office Locations
- 3
Office Locations
About Kilterhowling LLC
KilterHowling LLC is an SEC-registered RIA serving retail and institutional clients from Boulder, CO and Whitefish, MT, with notice filings in CO, CA, MT, NH and TX. The firm provides financial and wealth planning, portfolio construction and asset management, including retirement-plan and business-succession work. Investment implementation spans asset allocation using ETFs and mutual funds alongside alternative strategies (e.g., hedge funds/private placements). Custody commonly via Schwab and Fidelity/NFS.
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Owner & Executives
KREIGHTON KENNEDY BIEGER
Managing Member, Principal
- CRD
- #5148489
- Ownership
- 50% but less than 75%
WILLIAM HOPKINS STITES
Chief Compliance Officer, Managing Member
- CRD
- #3249549
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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DAWNEEN VERNIECE OEHLERICH
Owner
- CRD
- #1568906
Trevor Schimschock
--
- CRD
- #6243083
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $292,860,794 | $471,595 |
| Non-Discretionary | $0 | -- |
| Total | $292,860,794 | $471,595 |
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Separately Managed Accounts
Total SMA Asset: $292,860,794
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $306,741,892 | 32.2% |
| Equity - Exchange | $261,016,392 | 27.4% |
| Cash | $80,019,624 | 8.4% |
| Private Funds | $304,836,663 | 32.0% |
| Total | $952,614,571 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| LEGACY EMBER NORTH | WAVE CAPITAL | 4TA7QCR78 | IYNRI | 6.96% | $69,669,677 |
| WAVE CREST | BEACON HORIZON | V1X7ZJJ8S | QPOSN | 2.73% | $55,118,928 |
| HORIZON LEGACY NORTH | VALUE WAVE | HLV8S58JO | EEADT | 3.53% | $32,180,807 |
| CAPITAL DELTA | ELEMENT PRIME | TI74O55DI | EWKPY | 2.27% | $1,117,317 |
| RIDGE VERTEX QUANTUM | MATRIX OPTIMA | EQQ59TFGJ | TTH | 8.04% | $49,167,240 |
| HARBOR VALUE | OAK PRIME | 02MP6V04T | LDL | 2.36% | $95,043,629 |
| ZENITH BRIDGE WAVE | VECTOR VERTEX | CBNTHBB0H | LUQ | 9.10% | $101,888,831 |
| NORTH FUSION QUANTUM | WAVE QUANTUM | XP21YM9A6 | EPOSJ | 3.28% | $91,769,295 |