May 14, 2025: Dallas, TX – Krilogy®, an independent wealth management firm with headquarters in St. Louis, Missouri and an established team of advisors in Texas since 2019, has announced the grand opening of its new Krilogy Texas Parkside Tower offices in Dallas.
The grand opening was celebrated with a welcome reception on April 30, 2025, which attracted local business leaders, clients, and friends of Krilogy Texas. The event, held at the new offices and meeting area on the 14th floor of Parkside Tower, included speakers from Krilogy’s St. Louis and Texas locations and a tour of the new office.
Krilogy Texas relocated to the new space in February 2025. Prior to the move, they operated out of offices in downtown Dallas since 2023, when Krilogy acquired Dallas-based Phlox Capital Management. “Our significant investment in this exclusive office space is the perfect upgrade to keep pace with our targeted growth here in Texas,” said Joe Martinez, CFA and Managing Partner at Krilogy Texas. “Not only are we in a beautiful location that is convenient for clients and team members alike, but we also have room for future talent in an elevated atmosphere. Krilogy is a great place to be an advisor, and we are in active discussions with several seasoned veterans interested in joining our team.”
The new office comprises nearly 3,000 square feet of space, with room for up to twelve advisors. The current Krilogy Texas team is made up of Martinez, Partner and Senior Wealth Advisor Kristin Fomon, CFP®, MBA, Associate Wealth Advisor Brittany Griggs, and Associate Wealth Advisor Fran Sanchez, and the expanded office space is indicative of their plans to attract new talent and continue their growth trajectory. With easy access to the entire Dallas-Fort Worth metroplex via the adjacent Dallas North Tollway, the location along Turtle Creek features a view of Reverchon Park and downtown Dallas, with Old Parkland and Scottish Rite for Children as its neighbors.
“We are thrilled to be in this new space, and it is already yielding growth for us,” said Fomon, who has been with Krilogy since 2014 and serves as Director of Advisor Development in Texas. “Not only are we well positioned to better serve Krilogy clients, we’re also in advanced discussions with talented advisors who are demonstrating interest in joining the firm.”
Fomon welcomed guests at the event before introducing Krilogy’s CEO, Kent Skornia. Skornia then spoke about the firm’s core values: dedication, abundance, leadership, and respect, before turning it over to Martinez, who covered the firm’s expansion plans in Texas.
“Krilogy has more than 150 client households in Texas, $150 million assets under management and added its first Texas client in 2012,” said Skornia. “We’re known for our collective commitment to operating as a values-based organization, founded on honesty and trust. We firmly believe that by building a team of advisors who share these same principles, we can provide better wealth management results for the clients we serve.”
Krilogy manages nearly $4 billion in assets and has a team of nearly 90 advisors, wealth professionals, and support staff between the two states. Krilogy believes in bridging the gap between in-house professionals and the client. This team includes top investment analysts, traders, wealth management specialists, tax professionals, and estate planners from Krilogy Law. The Krilogy Texas team offers the entire breadth of the Krilogy wealth management platform and works closely with the experts to provide the most comprehensive wealth planning techniques to its Texas clients. Skornia added, “The families that allow Krilogy to be stewards of their wealth have unique access to a deep bench of expertise in all aspects of their financial plans, which leads to better outcomes for their families.”
About Krilogy
Krilogy is an independent full-service wealth management firm committed to helping clients grow and protect their wealth, instilling confidence and preparing them for the future. Offering a comprehensive range of services in addition to wealth management, including tax preparation, planning, and estate planning, and family office services, all under one roof, Krilogy takes a holistic approach to financial success. With three offices in the St. Louis area and the expansion into Dallas with the formation of Krilogy Texas in 2023, Krilogy delivers tailored financial solutions nationwide.
Krilogy Financial, LLC (Krilogy) is a Securities and Exchange Commission (“SEC”) Registered Investment Advisor. Registration with the SEC should not be considered an express or implied approval of Krilogy by the SEC. Krilogy Texas is a brand name operating under Krilogy and its registration. Clients of Krilogy Texas will be serviced through Krilogy. For additional information and disclosures about awards and honors received by Krilogy® and its advisors, please click here or call 314.884.2800.
KEP Law, LLC d/b/a Krilogy® Law is an independent law firm affiliated with Krilogy® through common ownership. Legal services are provided under separate engagement through KEP Law, LLC d/b/a Krilogy Law, an independently owned law firm affiliated by common ownership, servicing both Krilogy and non-Krilogy clients. The choice of a lawyer is an important decision and should not be solely based upon advertisement.
Tax services are provided under separate engagement with Krilogy Tax Services, LLC, a separate but affiliated entity to Krilogy.
