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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| KFA Private Wealth Group LLC
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|---|---|
| CRD # | 281678 |
| SEC # | 801-106726 |
| CIK # | 0001800556 |
| AUM | $676.3 M (2025-03-26) |
| Employees | 10 (100% Investors, 0% Brokers) |
| Phone | 571-386-2029 |
| Address | 8350 Broad St Tyson, VA 22102-5151 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.1 | ||
| Microsoft Corp | 3.0 | ||
| Nvidia Corp | 2.9 | ||
| Amazon Com Inc | 2.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 595 | 218.8 |
| (b) Individuals (high net worth individuals) | 191 | 448.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 8.9 |
| (h) Charitable organizations | 2 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,816 | 676.3 |
| By Discretionary | ||
| Discretionary | 1,920 | 420.9 |
| Non-Discretionary | 896 | 255.4 |
| Total | 2,816 | 676.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.5 | |
| United States Persons | 673.8 | |
| Total | 2,816 | 676.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001800556] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Relevant Wealth Advisors LLC
✚
|
CA | 0.7 |
|
Financial Sense Advisors Inc
✚
|
CA | 0.7 |
|
Proffitt & Goodson Inc
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|
TN | 0.7 |
|
McNamara Financial Services Inc
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|
MA | 0.7 |
|
Transatlantique Private Wealth LLC
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|
NY | 0.7 |
|
Silver Heights Capital Management Inc
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|
0.7 | |
|
Heritage Capital Advisors LLC
✚
|
0.7 | |
|
JVL Associates LLC
✚
|
MI | 0.7 |
|
Sterling Financial Planning Inc
✚
|
NJ | 0.7 |
|
ALTI Wealth Management US International Inc
✚
|
FL | 0.7 |