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KFA Private Wealth Group LLC
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CRD # | 281678 |
SEC # | 801-106726 |
CIK # | 0001800556 |
AUM | $784.5 MM (2024-03-01) |
Employees | 12 (100% Investors, 0% Brokers) |
Phone | 571-386-2029 |
Address | 8350 Broad St Tyson, VA 22102-5151 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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13F-HR | [0001800556] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
NS Management Ltd
✚
|
0.8 | |
Margolis Brady Raghavan Financial Inc
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|
TX | 0.8 |
Lexaurum Advisors LLC
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KS | 0.8 |
Madden Securities Corporation
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TX | 0.8 |
Fortis Group Advisors LLC
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NJ | 0.8 |
Pathway Financial Advisors LLC
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|
VT | 0.8 |
Milestone Investment Advisors LLC
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|
WI | 0.8 |
Oak City Consulting LLC
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|
NC | 0.8 |
Recurrent Investment Advisors LLC
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TX | 0.8 |
Goldstein Advisors LLC
✚
|
WI | 0.8 |