RIA Intel›Advisers›Florida›KIRTLAND FINANCIAL MANAGEMENT, INC.

KIRTLAND FINANCIAL MANAGEMENT, INC.

Advisory

N·CORAL GABLES, FL

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM
$396M
1-Year AUM Growth
+7.3%
3-Year CAGR
+0.8%
Employees
1
Assets Under Management
Total AUM$396M
Discretionary AUM$339M
Non-Discretionary AUM$57M
Discretionary %85.7%
Total Clients148
Team
Total Employees1
Investment Advisers3
Employee Growth (1Y)-66.7%
Filing History
Total Filings on Record40
First FilingJul 28, 2004
Latest FilingMar 24, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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