KFA Private Wealth Group LLC

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Assets, Funds, Holdings

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KFA Private Wealth Group LLC
CRD #281678
SEC #801-106726
CIK #0001800556
AUM $784.5 MM (2024-03-01)
Employees 12 (100% Investors, 0% Brokers)
Phone571-386-2029
Address8350 Broad St
Tyson, VA 22102-5151
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
80064048032016002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 3.1
NVDA 399,550.0 2.3
MSFT 1,918,222.4 1.9
AMZN 1,092,997.8 1.7
GOOGL 1,475,138.5 0.8
 
 
 
 
 
 
Holdings by Sector ($MM)
3502802101407002018202020222025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 648 183.7
(b) Individuals (high net worth individuals) 327 592.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 10 8.4
(h) Charitable organizations 0 0.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 3,821 784.5
By Discretionary
Discretionary 2,325 512.3
Non-Discretionary 1,496 272.2
Total 3,821 784.5
By Non-United States Persons
Non-United States Persons 0.8
United States Persons 783.6
Total 3,821 784.5
EDGAR Form CIK 2011 - 2024
13F-HR [0001800556]
Comparable Firms State AUM ($BB)
NS Management Ltd
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Lexaurum Advisors LLC
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Madden Securities Corporation
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Fortis Group Advisors LLC
NJ 0.8
Pathway Financial Advisors LLC
VT 0.8
Milestone Investment Advisors LLC
WI 0.8
Oak City Consulting LLC
NC 0.8
Recurrent Investment Advisors LLC
TX 0.8
Goldstein Advisors LLC
WI 0.8
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