Dakota
Dakota
Book a Demo
Talk to an Expert

Kilter Group

EST. AUM
$277,420,306

CONTACTS

CLIENT ACCOUNTS
1,085

Firm Details

Metro area New York City
CRD Number 330356
Website kiltergroup.com
Client types

Overview

Kilter Group LLC is an SEC-registered investment adviser and comprehensive financial management firm headquartered in Rhinebeck, New York. The firm serves business owners, high-income professionals, athletes and entertainers, doctors and lawyers, and families of generational wealth. Its services span investment management, insurance advisory, tax planning, retirement planning, cash-flow management, and business exit planning, effectively functioning as an outsourced family office for clients. Kilter Group was registered with the SEC in April 2024, with Dyer B. McCabe, Jr. serving as Managing Member and Andrea V. Farruggio as Chief Compliance Officer.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy