Trevor Schimschock
KilterHowling · Boulder, Colorado
Trevor Schimschock is a fee-only financial advisor at KilterHowling in Boulder, Colorado, who holds the CFA credential. Trevor 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 | Boulder, 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 6243083 |
| Exams passed | Series 63 (2018) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.kilterhowling.com |
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Questions about Trevor
Is Trevor Schimschock a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Trevor 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 Trevor charge for financial advice?
Trevor's firm, KilterHowling, reports charging a percentage of assets on its SEC Form ADV.
Where is Trevor Schimschock based?
Trevor Schimschock is based in Boulder, Colorado.
What does Trevor specialize in?
Trevor's specialties include family wealth transfer. Trevor works with ultra high net worth and multi-generational families.
What credentials does Trevor Schimschock hold?
Trevor Schimschock holds the CFA credential.
Is Trevor Schimschock registered with the SEC?
Yes. Trevor Schimschock is registered as an investment adviser representative in CO (CRD 6243083), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does KilterHowling manage?
KilterHowling reports $292.9M across 621 accounts in assets under management.
How do I contact Trevor Schimschock?
Through Trevor'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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