Data / Investment advisers / Florida / Kirtland Financial Management, Inc.
Kirtland Financial Management, Inc., Coral Gables, FL: $396 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Kirtland Financial Management, Inc. is an SEC registered investment adviser with its main office in Coral Gables, Florida and reports $396 million in regulatory assets under management in its Form ADV filed March 24, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management and hourly charges.
The request: Watch Kirtland Financial Management, Inc. (CRD number 131138): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 131138
- SEC file number
- 801-63403
- SEC status
- Approved, effective July 30, 2004
- Main office
- 100 Almeria Ave Suite 302, Coral Gables, FL 33134
- Phone
- (305) 648-0006
- Website
- kirtlandfinancial.com
- Regulatory AUM
- $396,123,255 in the Form ADV filed March 24, 2026
- Discretionary AUM
- $339,490,403
- Non discretionary AUM
- $56,632,852
- Accounts
- 620
- Employees
- 3, of which 1 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 92 | $356.3 million |
| Individuals (other than high net worth individuals) | 109 | $23.7 million |
| Charitable organizations | Fewer than 5 | $16.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $396.1 million | March 24, 2026 |
| December 1, 2025 | $327.6 million | March 11, 2025 |
Other advisers in Coral Gables
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Alti Wealth Management (US International), Inc. | Coral Gables | $690.9 million | Not listed | adviserinfo.sec.gov |
| Driftwood Advisors, LLC | Coral Gables | $568.8 million | 3 | adviserinfo.sec.gov |
| Inveris US LLC | Coral Gables | $568.4 million | Not listed | adviserinfo.sec.gov |
| Ceeto Capital Group, LLC | Coral Gables | $531.4 million | Not listed | adviserinfo.sec.gov |
| Meridiana | Coral Gables | $441.9 million | Not listed | adviserinfo.sec.gov |
| Pinvest | Coral Gables | $377.5 million | Not listed | adviserinfo.sec.gov |
| Invenio Wealth Partners, LLC | Coral Gables | $364 million | Not listed | adviserinfo.sec.gov |
| Premia Global Advisors, LLC | Coral Gables | $340.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Coral Gables, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Kirtland Financial Management, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.