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Krilogy Financial LLC
Kent Skornia · Investment Advisor · Multi-Strategy
Krilogy Financial LLC is an independent wealth management firm founded in 2009 and headquartered in St. Louis, Missouri. The firm provides a comprehensive suite of services, including personalized financial planning, portfolio management, and institutional advisory for individuals, families, and businesses. Krilogy is recognized for its institutional-style approach to wealth management, employing a disciplined, dynamic rebalancing process designed to smooth volatility and align with long-term client goals. Since its inception, the firm has grown into a significant regional player with several billion dollars in assets under management, maintaining a values-based culture centered on dedication, abundance, leadership, and respect. Their 'client first, firm second' philosophy guides their independent, plan-driven advisory model, which integrates in-house expertise in tax, legal, and retirement planning to provide a holistic wealth management experience.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +29.6% |
| YTD return | +19.8% |
| Sharpe ratio | 3.75 |
| Win rate | 60% |
| AUM | $0.4B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.4B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://krilogy.com/ |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 17.3% | +28.6% |
| NVDA | NVIDIA Corporation | 14.2% | +15.7% |
| GOOGL | Alphabet Inc Class A | 10.8% | +31.7% |
| AMZN | Amazon.com Inc | 9.1% | +10.7% |
| MU | Micron Technology Inc | 8.6% | +90.3% |
| MSFT | Microsoft Corporation | 7.7% | +1.4% |
| META | Meta Platforms Inc. | 3.9% | -2.2% |
| AVGO | Broadcom Inc | 3.7% | +0.3% |
| WMT | Walmart Inc. Common Stock | 3.4% | -0.4% |
| GE | GE Aerospace | 2.8% | +2.9% |
| LRCX | Lam Research Corp | 2.1% | +16.1% |
| SCHW | Charles Schwab Corp | 2.1% | +1.5% |
| JPM | JPMorgan Chase & Co | 2.0% | +10.6% |
| MRVL | Marvell Technology Group Ltd | 1.9% | +12.2% |
| AEE | Ameren Corp | 1.9% | -2.1% |
| V | Visa Inc. Class A | 1.8% | +17.0% |
| LLY | Eli Lilly and Company | 1.7% | +14.4% |
| TSLA | Tesla Inc | 1.7% | +0.3% |
| BRK-A | Berkshire Hathaway Inc | 1.7% | -0.3% |
| EMR | Emerson Electric Company | 1.6% | -1.1% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | BUY | TSLA | 1.7% → 1.7% |
| Sep 14, 2026 | BUY | JPM | 2.0% → 2.0% |
| Sep 14, 2026 | BUY | AEE | 1.9% → 1.9% |
| Sep 14, 2026 | SELL | BRK-A | 1.7% → 1.7% |
| Sep 14, 2026 | BUY | NVDA | 14.5% → 14.2% |
Investment Style Analysis
Krilogy Financial LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $0.4B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Krilogy Financial LLC made a significant move by increasing exposure to TSLA. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Krilogy Financial employs an investment philosophy rooted in time-tested financial principles and a blend of fundamental, quantitative, and technical analysis. The firm utilizes an institutional-style approach to portfolio construction, emphasizing risk management and dynamic rebalancing to adapt to changing market conditions. Their strategy incorporates both actively managed funds and passive vehicles like ETFs across a diverse range of asset classes, including domestic and international equities, fixed income, and alternative investments. By combining the rigorous math of portfolio optimization with the tenets of behavioral finance, Krilogy seeks to create customized investment models that reflect the unique risk tolerance and life goals of each client.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Krilogy Financial LLC.
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Frequently asked questions
How is the simulated portfolio for Krilogy Financial LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Krilogy Financial LLC's largest holding?
As of the latest filing, Krilogy Financial LLC's top position is Apple Inc (AAPL), representing 17.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is Krilogy Financial LLC's historical performance and risk profile?
Our simulation indicates a total return of +29.6% with a win rate of 60%. Notably, the portfolio maintains a Sharpe Ratio of 3.75, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Krilogy Financial LLC primarily invest in?
Krilogy Financial LLC has a strong preference for the Semiconductors sector, which makes up 28.4% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Krilogy Financial LLC's portfolio concentrated or diversified?
Krilogy Financial LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 42.3% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Krilogy Financial LLC performed in 2026?
Our AI-simulated model portfolio for Krilogy Financial LLC tracks a Year-to-Date (YTD) return of +19.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Kent Skornia manage Krilogy Financial LLC directly?
Yes, Kent Skornia serves as the key portfolio manager for Krilogy Financial LLC, overseeing the investment strategy and final capital allocation decisions.