# KIRTLAND FINANCIAL MANAGEMENT, INC.

KIRTLAND FINANCIAL MANAGEMENT, INC. of CORAL GABLES, FL is an SEC-registered investment adviser.

## Registration

- CRD: 131138
- Type: SEC-registered investment adviser
- SEC file number: 801-63403
- Location: 100 ALMERIA AVE, SUITE 302, CORAL GABLES, FL, 33134
- Phone: (305) 648-0006
- Latest filing: 2026-03-24
- Regulatory AUM: $396.1M
- Discretionary AUM: $339.5M
- Non-discretionary AUM: $56.6M
- Clients: 3
- Accounts: 620

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Brett Charles Hixon | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| KIRTLAND MARY DUNCAN | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| HIXON BRETT CHARLES | CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131138/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131138/similar
- Related entities: https://search.stillhousedata.com/firm/131138/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131138

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.