KFA Private Wealth Group, LLC
Firm details
- Headquarters
- Tysons, Virginia
- CRD number
- 281678
- Registered since
- October 2, 2015
- Website
- kfapwg.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI71.08%
- Individuals26.32%
- Pension & Profit Sharing Plans1.37%
- Charitable Organizations1.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
KFA Private Wealth Group, LLC is an independent, owner-operated registered investment adviser that has been SEC-registered since 2015. The firm serves both individual and family clients as well as institutional and business accounts. Its advisory work spans comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting services and the selection of third‑party advisers. Compensation methods include asset-based fees, hourly charges and fixed-fee engagements. The firm also identifies itself as a capital allocator, employing external managers alongside in-house solutions. KFA lists accounting among its business activities and does not position itself as an active ESG investor.
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
- Public Funds/Mutual Funds79%
- Exchange Traded Equities10%
- Cash & Cash Equivalents8%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 11
Kevin Deans
Vice President, Private Wealth AdvisorCRD 5083314
Theron Weimer
Senior Financial AdvisorCRD 5196392
Charles Gibbons
Vice President, Private Wealth AdvisorCRD 4315046
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 92Active vs passive
$390M in ETFs
74%
$288M
25%
$102M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $70.8M | 92,473 | 18.16% |
Location
Tysons, VA
Fairfax
Location
Tysons, VA
Headquartered in Tysons, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 8350 Broad St
- Time zone
- ET (UTC-5)
- Office locations
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