KDK PRIVATE WEALTH MANAGEMENT
Latest filing: May 01, 2024 (182 days ago)
AUM
$359,773,297
38% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
5
25% change vs. 1 year ago
0% change vs. 3 years ago
400% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
HOUSTON, TX
1616 SOUTH VOSS, HOUSTON, TX, UNITED STATES, 77057
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.4 |
| Non-Discretionary | $0.0 |
| Total | $0.4 |
| Client | AUM |
|---|---|
| Retail | $0.4 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 22 | $0.0 |
| Average Individual AUM | $264,065 | |
| HNW | 50 | $0.4 |
| Average HNW AUM | $7,030,984 | |
| Retail Total | 72 | $0.4 |
| Average Retail AUM | $4,963,315 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| FIDELITY BROKERAGE SERVICES LLC | BOSTON-MA-USA | $0.3 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.4 |
| Retail SMA AUM | $0.4 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| KAMDEN DEANE KANALY | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
5 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| KAMDEN KANALY | HOUSTON | TX | S63|2007-08-29|S65|2009-12-10 | CERTIFIED FINANCIAL PLANNER | |||||
| EMILY ASHTON | HOUSTON | TX | S66|2013-06-28|S65|2018-12-07 | ||||||
| CHRISTIAAN GRAF | HOUSTON | TX | S63|2004-06-24|S66|2011-08-22|S65|2017-03-23 | ||||||
| CHRISTIE KENNIMER | HOUSTON | TX | S65|2017-07-31 | ||||||
| MARCELLA MITCHELL | HOUSTON | TX | S63|1997-07-16|S66|2009-09-28 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL CONSULTANT | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2024-10-01 | $0.4 | $0.0 | 0% | 5 | 0 | 0% |
| 2024-04-02 | $0.4 | $0.0 | 0% | 5 | 0 | 0% |
| 2023-04-04 | $0.3 | $0.1 | 38% | 4 | 1 | 25% |
| 2022-04-01 | $0.1 | $0.2 | 142% | 4 | 1 | 25% |
| 2019-04-01 | $0.0 | $0.0 | 0% | 1 | 4 | 400% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TX-06/20/2019 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV