RIA Intel›Advisers›Ohio›KYLESHILL GROUP, LLC

KYLESHILL GROUP, LLC

Advisory

COLUMBUS, OH

Data as of May 1, 2026 · Source: SEC Form ADV

Rank in OH

#616

of 748 advisers by AUM

Average account

$345K

across 268 accounts

AUM per adviser

$92M

1 advisers

Source: SEC Form ADV. Figures as filed May 1, 2026.

Total AUM

$92M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$92M

Discretionary AUM$88M

Non-Discretionary AUM$4M

Discretionary %95.5%

Total Clients43

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

43 clients

30 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

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FORESIGHT MANAGEMENT, LLC

$92M

CARILLON ADVISORS, LLC

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$93M

TRANSCEND WEALTH, LLC

$94M

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