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William Hopkins Stites

Investment adviser representative at Kilterhowling LLC
12 yearsExperience
2 statesRegistered in
CFADesignation
$292.9MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Kilterhowling LLCFeb 2014 to now

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 2 states (CO, TX).

Kilterhowling LLC

$292.9MAssets managed
207Clients
5Advisers
6 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3249549
Firm CRD
169684
Advisor's SEC record (opens in a new tab)
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