Daniel Gamache
KilterHowling · Littleton, Colorado
Daniel Gamache is a fee-only financial advisor at KilterHowling in Littleton, Colorado, who holds the CFA credential. Daniel focuses on family wealth transfer. KilterHowling reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | KilterHowling |
|---|---|
| Based in | Littleton, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $292.9M across 621 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CO · CRD 5538021 |
| Exams passed | Series 63 (2020) · Series 66 (2009) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.kilterhowling.com |
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Questions about Daniel
Is Daniel Gamache a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and KilterHowling reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, KilterHowling, reports charging a percentage of assets on its SEC Form ADV.
Where is Daniel Gamache based?
Daniel Gamache is based in Littleton, Colorado.
What does Daniel specialize in?
Daniel's specialties include family wealth transfer. Daniel works with ultra high net worth and multi-generational families.
What credentials does Daniel Gamache hold?
Daniel Gamache holds the CFA credential.
Is Daniel Gamache registered with the SEC?
Yes. Daniel Gamache is registered as an investment adviser representative in CO (CRD 5538021), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does KilterHowling manage?
KilterHowling reports $292.9M across 621 accounts in assets under management.
How do I contact Daniel Gamache?
Through Daniel's website, www.kilterhowling.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- KilterHowling website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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