Kfa Private Wealth Group, LLC
● SEC registered since 2015CRD 281678SEC# 801-106726Tyson, VA
Reg. AUM
$830M
Employees
11
Accounts
3,279
Location
Tyson, VA
Kfa Private Wealth Group, LLC assets under management
Kfa Private Wealth Group, LLC operates as an SEC-registered investment adviser based in Tyson, VA. The firm has been registered since 2015. It reports $830 million in regulatory assets under management and employs 11 people.
Kfa Private Wealth Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Robert Fennig Control | Managing Member & Chief Compliance Officer | Over 75% | 2022 |
Frequently asked questions
How much does Kfa Private Wealth Group, LLC manage?
Kfa Private Wealth Group, LLC reports $830 million in regulatory assets under management on its Form ADV.
How many employees does Kfa Private Wealth Group, LLC have?
Kfa Private Wealth Group, LLC reports 11 employees.
Where is Kfa Private Wealth Group, LLC located?
Kfa Private Wealth Group, LLC is based in Tyson, VA and has been SEC-registered since 2015.
Does Kfa Private Wealth Group, LLC disclose fund performance?
Kfa Private Wealth Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8350 Broad St., Suite 220, Tyson, VA 22102-5151 |
| Phone | 571-386-2029 |
| Office hours | 9:00 a.m.- 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$830M▲ 6%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$830Mregulatory AUM
Discretionary $607.8MNon-discretionary $222.1M