KDK Private Wealth Management
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 299583
- Registered since
- May 24, 2021
- Website
- kdkpwm.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI98.3%
- Individuals1.27%
- Other0.43%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
KDK Private Wealth Management is an SEC-registered LLC that began advising clients in 2021. It operates as a hybrid adviser and fund sponsor: an independent RIA that also structures and manages pooled investment vehicles (acting as sponsor, general partner and managing member). The firm serves individual and family clients and positions itself as a capital allocator, combining portfolio management for individuals and small businesses with management of pooled funds and selection of third‑party advisers. Its compensation includes both AUM-based fees and performance‑based fees. KDK reports that it is not an active ESG investor and is not registered as a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds27%
- Exchange Traded Equities24%
- Public Funds/Mutual Funds22%
- Cash & Cash Equivalents16%
- Investment Grade Corp Bonds6%
Owners & executives
1 of 1
Daniel Roberts
Chief Compliance OfficerCRD 2208120
Contacts
3 of 5
Emily Ashton
Managing DirectorCRD 5815779
Kamden Kanaly
ChairmanCRD 5273910
Christie Kennimer
Vice PresidentCRD 4323792
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$87.1M in ETFs
96%
$83.5M
2%
$3.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 3000 ETF (IWV) | BlackRock | Passive | Large Blend | $19.9M | 46,734 | 22.87% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 1616 S Voss Rd
- Time zone
- CT (UTC-6)
- Office locations
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