AdFi
KC

Kilner Capital Advisors, LLC

SEC Registered

We believe that the right ideas, insights and intelligence can help every investor make better decisions.

Gaithersburg, MDhttps://kilnercapital.com301.840.0501
Assets Under Management
$100M–$500M
Employees
3
Office Locations
1 office
Total Accounts
672

About the firm

Kilner Capital Advisors is a fee-only wealth management firm based in Gaithersburg, MD. The firm offers evidence-based investment strategy integrated with tax planning, estate planning, and retirement planning under a single fee structure.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthPension/Profit SharingCharitable Organizations

Areas of expertise

Fee-onlyWealth ManagementEvidence-based InvestingTax PlanningTax PreparationEstate PlanningRetirement PlanningRisk Management

Services

Wealth management integrating investment strategy, tax planning, tax preparation, estate planning, retirement planning, and risk management, offered under one fee based on a percentage of assets under management.

Estate PlanningTax PlanningInsuranceWealth ManagementRisk Management

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)146$58M
High Net Worth Individuals84$252M

Leadership

Joseph Francis Kilner
MANAGER/PRINCIPAL/CHIEF COMPLIANCE OFFICER
Inc. Kca Holding
MEMBER
Joseph Francis Kilner
SHAREHOLDER

Office locations

1 office in 1 state
MD
GaithersburgHQ

Advisors at this firm

2 advisors in the directory

Regulatory & compliance

CRD number
#139521
SEC Number
801-69347
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Minimum: $1,000,000 (waivable)

Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kilner Capital Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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