William Stites
KilterHowling · Boulder, Colorado
William Stites is a fee-only financial advisor at KilterHowling in Boulder, Colorado, who holds the CFA credential. William 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, TX · CRD 3249549 |
| Exams passed | Series 63 (1999) · Series 65 (1999) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.kilterhowling.com |
| Profile |
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Questions about William
Is William Stites a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?
William's firm, KilterHowling, reports charging a percentage of assets on its SEC Form ADV.
Where is William Stites based?
William Stites is based in Boulder, Colorado.
What does William specialize in?
William's specialties include family wealth transfer. William works with ultra high net worth and multi-generational families.
What credentials does William Stites hold?
William Stites holds the CFA credential.
Is William Stites registered with the SEC?
Yes. William Stites is registered as an investment adviser representative in CO and TX (CRD 3249549), 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 William Stites?
Through William'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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