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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-12-2009
- Office Locations
- 8
Office Locations
About Krilogy
Krilogy is a St. Louis-based wealth management and financial planning firm serving individuals and business owners with holistic guidance across investments, retirement, legacy and charitable giving, including planning around business sales and intergenerational wealth transfer. The firm uses evidence-based insights and supports portfolios across ETFs and mutual funds, with exposure to fixed income and alternatives. Custody includes Charles Schwab and Fidelity/NFS.
Reported data analysis
What the numbers show
Between December 17, 2025 and March 31, 2026, reported AUM increased 4.9%, from $5.0B to $5.2B.
Across 5 reported observations, AUM increased 165.2% between April 1, 2022 and March 31, 2026, from $2.0B to $5.2B.
Of the latest reported AUM, 90.2% is discretionary and 9.8% is non-discretionary.
The firm reports 65 advisory representatives and 3,204 clients, or 49.3 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 8 reported office locations and 17 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Krilogy record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Brian Joseph Fernandez
President
- CRD
- #4767507
- Ownership
- Less than 5%
MARK BRINLEY LEWIS
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Meghan Marie Dorsey Abeln
Senior Wealth Advisor
- CRD
- #6888880
Michael Shelby Barbercheck
Wealth Advisor
- CRD
- #6799934
Showing 2 of 63 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,684,326,810 | $426,429 |
| Non-Discretionary | $511,309,658 | $3,963,641 |
| Total | $5,195,636,468 | $467,486 |
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Separately Managed Accounts
SMA allocation detail is available
Krilogy has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Krilogy's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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