Disclosures

Krilogy Financial is a registered investment adviser. Registration does not imply a certain level of skill or training. This page summarizes important relationship and regulatory disclosures for clients and prospects.

Customer Relationship Summary

Our Form CRS (Customer Relationship Summary) describes the services we offer, fees, conflicts of interest, and how to begin a relationship with our firm. Request the current Form CRS from your advisor or our compliance team.

Form ADV Part 2A

Our Form ADV Part 2A brochure provides additional detail about advisory services, fees, and business practices. Contact us to receive the current brochure, or review filings available through the SEC’s Investment Adviser Public Disclosure website.

Additional disclosures

Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. Any testimonials or awards referenced on this site are subject to the disclosures provided alongside that content.