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

3 active

Name Title
KANALY, KAMDEN, DEANE MANAGER/CHIEF COMPLIANCE OFFICER, TRUSTEE

ADVDB.CO • SOURCE: SEC

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