In 2015, billion-dollar wealth management firm Krilogy® expanded its footprint in the St. Louis region with the opening of a branch office in St. Charles County. Five years later, the team is celebrating its commitment to St. Charles County and partnerships in the community which have led to their rapid growth.
Krilogy® St. Charles County is located at 1 Mid Rivers Mall Drive at Interstate 70 in St. Peters. Within its first five years, the team has more than doubled, and assets have grown from $23 million to nearly $90 million today, making it among the largest Registered Investment Advisory (RIA) firms in the County. Company-wide, Krilogy® manages more than $1.2 billion in assets for clients across the United States through its headquarters location in Creve Coeur and branch offices in St. Louis County and St. Charles County.
Branch Manager and Senior Wealth Advisor Michael Brown points to the team’s deep roots in the community, values-based approach and the Krilogy® investment model as the keys to their success. “Each team member abundantly gives of his or her time, serving in leadership roles, volunteering, and supporting initiatives to help enhance life, work and wellbeing in the County,” said Brown. “Our commitment to the values of Dedication, Abundance and Leadership inspire this work, and the work we do for clients each day. We’re excited to be celebrating five years of serving the community that we call home and look forward to being of service into the future.”
The Krilogy® St. Charles County team is made up of wealth advisors and operations staff who all share a passion for service to others. Individuals serve on boards for local organizations such as the St. Charles County Parks Foundation, Citizens National Bank, BJC St. Peters and Progress West Foundation, Brace for Impact 46, Family Forward, St. Charles County Family YMCA, Five Acres Animal Shelter, the O’Fallon Chamber of Commerce, The Alzheimer’s Association, Rotary Club of Cottleville / Weldon Spring and the Western St. Charles County Chamber of Commerce. This leadership has led to several awards including multiple Beyond the Best in Business Awards, Five Star Wealth Managers and Best Wealth Managers in St. Louis.
In addition, three team members are graduates of Vision St. Charles County, which “strives to recognize excellence, foster innovation, share best practices, build networks with colleagues, and provide educational training and development to advance the effectiveness of community leadership programs and professionals.”
The Krilogy® St. Charles County branch remains in growth mode. The firm continues to recruit advisors at all levels, from seasoned advisors looking to switch firms, to individuals who are new to the industry. Krilogy® expects the St. Charles team’s assets to surpass the $100 million mark within the next year.