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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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 62 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | 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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