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⚲
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| KFA Private Wealth Group LLC
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|
|
|---|---|
| CRD # | 281678 |
| SEC # | 801-106726 |
| CIK # | 0001800556 |
| AUM | $830.0 M (2026-03-25) |
| Employees | 11 (100% Investors, 0% Brokers) |
| Phone | 571-386-2029 |
| Address | 8350 Broad St Tyson, VA 22102-5151 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001800556 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.2 | ||
| Nvidia Corp | 3.4 | ||
| Altria Group Inc | 2.4 | ||
| Amazon Com Inc | 2.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 585 | 218.5 |
| (b) Individuals (high net worth individuals) | 229 | 589.9 |
| (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 | 7 | 11.3 |
| (h) Charitable organizations | 2 | 10.2 |
| (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 | 3,279 | 830.0 |
| By Discretionary | ||
| Discretionary | 2,517 | 607.8 |
| Non-Discretionary | 762 | 222.1 |
| Total | 3,279 | 830.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 830.0 | |
| Total | 3,279 | 830.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001800556] |
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|---|---|---|
|
FDX Advisors Inc
✚
|
PA | 0.8 |
|
Private Wealth Management Inc
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|
TN | 0.8 |
|
Lynch & Associates Inc
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IN | 0.8 |
|
Smithbridge Asset Management Inc
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PA | 0.8 |
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North Berkeley Wealth Management LLC
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CA | 0.8 |
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Mason & Associates Inc
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Global Financial Private Client LLC
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FL | 0.8 |
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Impact Retirement Advisors LLC
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|
0.8 | |
|
Walsh & Associates LLC
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|
FL | 0.8 |
|
Edge Wealth Management LLC
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|
NY | 0.8 |