KV Financial Advice LLC
Firm details
- Headquarters
- ,
- CRD number
- 331462
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI72.85%
- Individuals27.15%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
KV Financial Advice LLC is a privately owned limited liability company that provides financial planning and discretionary portfolio management focused on individuals and small businesses. The firm charges fees on a percentage-of-assets basis and also offers hourly and fixed-fee arrangements. Its advisory scope centers on client-facing planning and portfolio oversight rather than acting as a capital allocator or pension consultant. KV Financial Advice reports being an active ESG investor, and it is not registered as a multi‑state adviser.
Assets & Accounts
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 Funds70%
- State & Local Bonds20%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Kyle Kvalheim
Founder and CCOCRD 6374100
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Haven Financial Partners LLC
RIAVirginia Beach, VA
Ravello Partners LLC
RIASag Harbor, NY
Lynch Financial Group
RIADenver, CO
Valor Investment Management
RIAFinacura Advisory LLC
RIACumming, GA